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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,419 | $75,962+74.3% | $154,108-14.1% | $64,173+106.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.86% | 30.32%-37.2pp | 735.21%-742.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,559 | $3,350+36.1% | $5,298-13.9% | $2,381+91.5% |
| Participant deferral / active EE | $5,874 | $3,175+85.0% | $5,081+15.6% | $3,470+69.3% |
| Admin fee / account holder | $4,206 | $5,589-24.7% | $13,411-68.6% | $4,887-13.9% |