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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 | $151,409 | $75,962+99.3% | $154,108-1.8% | $64,173+135.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.83% | 30.32%-37.2pp | 735.21%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,950 | $3,350+17.9% | $5,298-25.4% | $2,381+65.9% |
| Participant deferral / active EE | $4,986 | $3,175+57.0% | $5,081-1.9% | $3,470+43.7% |
| Admin fee / account holder | $1,751 | $5,589-68.7% | $13,411-86.9% | $4,887-64.2% |