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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 | $178,051 | $75,962+134.4% | $154,108+15.5% | $64,173+177.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.77% | 30.32%-34.1pp | 735.21%-739.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $9,124 | $3,350+172.4% | $5,298+72.2% | $2,381+283.2% |
| Participant deferral / active EE | $8,410 | $3,175+164.9% | $5,081+65.5% | $3,470+142.4% |
| Admin fee / account holder | $30,491 | $5,589+445.6% | $13,411+127.4% | $4,887+523.9% |