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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 | $137,092 | $75,962+80.5% | $154,108-11.0% | $64,173+113.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.79% | 30.32%-35.1pp | 735.21%-740.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $14,817 | $3,350+342.3% | $5,298+179.7% | $2,381+522.3% |
| Participant deferral / active EE | $14,100 | $3,175+344.1% | $5,081+177.5% | $3,470+306.4% |
| Admin fee / account holder | $11,889 | $5,589+112.7% | $13,411-11.4% | $4,887+143.3% |