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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 | $132,683 | $75,962+74.7% | $154,108-13.9% | $64,173+106.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.77% | 30.32%-38.1pp | 735.21%-743.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $7,802 | $3,350+132.9% | $5,298+47.3% | $2,381+227.7% |
| Participant deferral / active EE | $6,457 | $3,175+103.4% | $5,081+27.1% | $3,470+86.1% |
| Admin fee / account holder | $1,315 | $5,589-76.5% | $13,411-90.2% | $4,887-73.1% |