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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 | $109,455 | $75,962+44.1% | $154,111-29.0% | $64,173+70.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.62% | 30.32%-32.9pp | 735.18%-737.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $5,264 | $3,350+57.1% | $5,298-0.6% | $2,381+121.1% |
| Participant deferral / active EE | $4,429 | $3,175+39.5% | $5,081-12.8% | $3,470+27.7% |
| Admin fee / account holder | $56,786 | $5,589+916.0% | $13,411+323.4% | $4,887+1061.9% |