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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 | $105,952 | $75,962+39.5% | $154,111-31.2% | $64,173+65.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.91% | 30.32%-35.2pp | 735.18%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,967 | $3,350+48.3% | $5,298-6.2% | $2,381+108.6% |
| Participant deferral / active EE | $4,596 | $3,175+44.8% | $5,081-9.5% | $3,470+32.5% |
| Admin fee / account holder | $5,019 | $5,589-10.2% | $13,411-62.6% | $4,887+2.7% |