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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 | $136,446 | $75,962+79.6% | $154,111-11.5% | $64,173+112.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.34% | 30.32%-32.7pp | 735.18%-737.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $3,379 | $3,350+0.9% | $5,298-36.2% | $2,381+41.9% |
| Participant deferral / active EE | $6,141 | $3,175+93.4% | $5,081+20.9% | $3,470+77.0% |
| Admin fee / account holder | $15,882 | $5,589+184.2% | $13,411+18.4% | $4,887+225.0% |