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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 | $148,465 | $75,962+95.4% | $154,108-3.7% | $64,173+131.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.36% | 30.32%-34.7pp | 735.21%-739.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $11,823 | $3,350+252.9% | $5,298+123.2% | $2,381+396.6% |
| Participant deferral / active EE | $8,318 | $3,175+162.0% | $5,081+63.7% | $3,470+139.7% |
| Admin fee / account holder | $1,746 | $5,589-68.8% | $13,411-87.0% | $4,887-64.3% |