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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 | $113,078 | $75,962+48.9% | $154,108-26.6% | $64,173+76.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.82% | 30.32%-32.1pp | 735.21%-737.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $8,330 | $3,350+148.7% | $5,298+57.2% | $2,381+249.9% |
| Participant deferral / active EE | $4,834 | $3,175+52.3% | $5,081-4.9% | $3,470+39.3% |
| Admin fee / account holder | $10,161 | $5,589+81.8% | $13,411-24.2% | $4,887+107.9% |