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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 | $137,143 | $75,962+80.5% | $154,108-11.0% | $64,173+113.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.49% | 30.32%-31.8pp | 735.21%-736.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $6,330 | $3,350+89.0% | $5,298+19.5% | $2,381+165.9% |
| Participant deferral / active EE | $4,191 | $3,175+32.0% | $5,081-17.5% | $3,470+20.8% |
| Admin fee / account holder | $1,479 | $5,589-73.5% | $13,411-89.0% | $4,887-69.7% |