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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 | $88,555 | $52,519+68.6% | $155,789-43.2% | $59,633+48.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -2.13% | 53.51%-55.6pp | 71.54%-73.7pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $2,904 | $1,589+82.7% | $3,839-24.3% | $2,203+31.8% |
| Participant deferral / active EE | $7,888 | $3,084+155.7% | $4,798+64.4% | $3,192+147.2% |
| Admin fee / account holder | $1,151 | $3,540-67.5% | $7,477-84.6% | $4,297-73.2% |