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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 | $185,263 | $75,962+143.9% | $154,108+20.2% | $64,173+188.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.66% | 30.32%-34.0pp | 735.21%-738.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $5,917 | $3,350+76.6% | $5,298+11.7% | $2,381+148.5% |
| Participant deferral / active EE | $4,566 | $3,175+43.8% | $5,081-10.1% | $3,470+31.6% |
| Admin fee / account holder | $9,256 | $5,589+65.6% | $13,411-31.0% | $4,887+89.4% |