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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 | $101,360 | $75,962+33.4% | $154,108-34.2% | $64,173+57.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.22% | 30.32%-34.5pp | 735.21%-739.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $6,351 | $3,350+89.6% | $5,298+19.9% | $2,381+166.8% |
| Participant deferral / active EE | $4,127 | $3,175+30.0% | $5,081-18.8% | $3,470+18.9% |
| Admin fee / account holder | $43,743 | $5,589+682.7% | $13,411+226.2% | $4,887+795.0% |