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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 | $116,001 | $75,962+52.7% | $154,111-24.7% | $64,173+80.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.52% | 30.32%-36.8pp | 735.18%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $5,706 | $3,350+70.3% | $5,298+7.7% | $2,381+139.7% |
| Participant deferral / active EE | $5,320 | $3,175+67.6% | $5,081+4.7% | $3,470+53.3% |
| Admin fee / account holder | $40,865 | $5,589+631.2% | $13,411+204.7% | $4,887+736.1% |