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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 | $226,809 | $75,962+198.6% | $154,108+47.2% | $64,173+253.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.16% | 30.32%-34.5pp | 735.21%-739.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $16,868 | $3,350+403.5% | $5,298+218.4% | $2,381+608.5% |
| Participant deferral / active EE | $11,759 | $3,175+270.4% | $5,081+131.5% | $3,470+238.9% |
| Admin fee / account holder | $15,461 | $5,589+176.6% | $13,411+15.3% | $4,887+216.3% |