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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 | $226,835 | $75,962+198.6% | $154,108+47.2% | $64,173+253.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.12% | 30.32%-35.4pp | 735.21%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $11,124 | $3,350+232.1% | $5,298+110.0% | $2,381+367.2% |
| Participant deferral / active EE | $9,354 | $3,175+194.6% | $5,081+84.1% | $3,470+169.6% |
| Admin fee / account holder | $15,179 | $5,589+171.6% | $13,411+13.2% | $4,887+210.6% |