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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 | $242,366 | $77,816+211.5% | $123,552+96.2% | $64,173+277.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -1.47% | 12.49%-14.0pp | 119.20%-120.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $9,400 | $3,014+211.9% | $4,628+103.1% | $2,381+294.8% |
| Participant deferral / active EE | $9,534 | $5,240+81.9% | $6,426+48.4% | $3,470+174.8% |
| Admin fee / account holder | $26,865 | $5,519+386.8% | $9,285+189.4% | $4,887+449.7% |