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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 | $198,738 | $75,962+161.6% | $154,108+29.0% | $64,173+209.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.68% | 30.32%-35.0pp | 735.21%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $5,273 | $3,350+57.4% | $5,298-0.5% | $2,381+121.5% |
| Participant deferral / active EE | $3,802 | $3,175+19.8% | $5,081-25.2% | $3,470+9.6% |
| Admin fee / account holder | $4,728 | $5,589-15.4% | $13,411-64.7% | $4,887-3.3% |