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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 | $224,123 | $77,816+188.0% | $123,549+81.4% | $64,181+249.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -0.90% | 12.49%-13.4pp | 119.20%-120.1pp | 7.63%-8.5pp |
| Employer contribution / active EE | $9,357 | $3,014+210.5% | $4,628+102.2% | $2,381+293.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $26,200 | $5,519+374.7% | $9,284+182.2% | $4,887+436.1% |