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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 | $185,623 | $47,977+286.9% | $154,108+20.5% | $56,289+229.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.30% | 3.54%-8.8pp | 735.21%-740.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $11,219 | $2,169+417.3% | $5,298+111.8% | $2,111+431.4% |
| Participant deferral / active EE | $6,846 | $2,392+186.2% | $5,081+34.8% | $3,350+104.4% |
| Admin fee / account holder | $23,367 | $438+5232.2% | $13,411+74.2% | $521+4385.4% |