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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 | $236,587 | $75,962+211.5% | $154,111+53.5% | $64,173+268.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.08% | 30.32%-36.4pp | 735.18%-741.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $13,822 | $3,350+312.6% | $5,298+160.9% | $2,381+480.5% |
| Participant deferral / active EE | $9,166 | $3,175+188.7% | $5,081+80.4% | $3,470+164.2% |
| Admin fee / account holder | $18,129 | $5,589+224.4% | $13,411+35.2% | $4,887+270.9% |