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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 | $201,354 | $75,962+165.1% | $154,108+30.7% | $64,173+213.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.97% | 30.32%-38.3pp | 735.21%-743.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $8,210 | $3,350+145.1% | $5,298+55.0% | $2,381+244.9% |
| Participant deferral / active EE | $7,725 | $3,175+143.3% | $5,081+52.0% | $3,470+122.6% |
| Admin fee / account holder | $13,608 | $5,589+143.5% | $13,411+1.5% | $4,887+178.4% |