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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 | $226,184 | $75,962+197.8% | $154,108+46.8% | $64,173+252.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.55% | 30.32%-36.9pp | 735.21%-741.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $8,204 | $3,350+144.9% | $5,298+54.9% | $2,381+244.6% |
| Participant deferral / active EE | $4,747 | $3,175+49.5% | $5,081-6.6% | $3,470+36.8% |
| Admin fee / account holder | $12,459 | $5,589+122.9% | $13,411-7.1% | $4,887+154.9% |