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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 | $148,564 | $75,962+95.6% | $154,108-3.6% | $64,173+131.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.45% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $7,584 | $3,350+126.4% | $5,298+43.2% | $2,381+218.6% |
| Participant deferral / active EE | $5,882 | $3,175+85.3% | $5,081+15.8% | $3,470+69.5% |
| Admin fee / account holder | $60,948 | $5,589+990.5% | $13,411+354.5% | $4,887+1147.0% |