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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 | $193,927 | $75,962+155.3% | $154,108+25.8% | $64,173+202.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.94% | 30.32%-37.3pp | 735.21%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $5,427 | $3,350+62.0% | $5,298+2.5% | $2,381+128.0% |
| Participant deferral / active EE | $3,225 | $3,175+1.6% | $5,081-36.5% | $3,470-7.0% |
| Admin fee / account holder | $6,098 | $5,589+9.1% | $13,411-54.5% | $4,887+24.8% |