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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 | $99,170 | $75,962+30.6% | $154,108-35.6% | $64,173+54.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.59% | 30.32%-34.9pp | 735.21%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $6,627 | $3,350+97.8% | $5,298+25.1% | $2,381+178.4% |
| Participant deferral / active EE | $4,168 | $3,175+31.3% | $5,081-18.0% | $3,470+20.1% |
| Admin fee / account holder | $1,006 | $5,589-82.0% | $13,411-92.5% | $4,887-79.4% |