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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 | $194,113 | $75,962+155.5% | $154,108+26.0% | $64,173+202.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.04% | 30.32%-32.4pp | 735.21%-737.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $5,653 | $3,350+68.7% | $5,298+6.7% | $2,381+137.4% |
| Participant deferral / active EE | $4,849 | $3,175+52.7% | $5,081-4.6% | $3,470+39.8% |
| Admin fee / account holder | $394 | $5,589-92.9% | $13,411-97.1% | $4,887-91.9% |