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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 | $194,597 | $75,962+156.2% | $154,108+26.3% | $64,173+203.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -0.89% | 30.32%-31.2pp | 735.21%-736.1pp | 7.63%-8.5pp |
| Employer contribution / active EE | $7,771 | $3,350+132.0% | $5,298+46.7% | $2,381+226.4% |
| Participant deferral / active EE | $4,534 | $3,175+42.8% | $5,081-10.8% | $3,470+30.7% |
| Admin fee / account holder | $2,987 | $5,589-46.6% | $13,411-77.7% | $4,887-38.9% |