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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 | $131,956 | $75,962+73.7% | $154,108-14.4% | $64,173+105.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.88% | 30.32%-37.2pp | 735.21%-742.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $6,515 | $3,350+94.5% | $5,298+23.0% | $2,381+173.6% |
| Participant deferral / active EE | $4,171 | $3,175+31.4% | $5,081-17.9% | $3,470+20.2% |
| Admin fee / account holder | $4,616 | $5,589-17.4% | $13,411-65.6% | $4,887-5.6% |