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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 | $218,756 | $75,962+188.0% | $154,108+41.9% | $64,173+240.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.60% | 30.32%-33.9pp | 735.21%-738.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $5,624 | $3,350+67.9% | $5,298+6.2% | $2,381+136.2% |
| Participant deferral / active EE | $4,252 | $3,175+33.9% | $5,081-16.3% | $3,470+22.6% |
| Admin fee / account holder | $1,098 | $5,589-80.3% | $13,411-91.8% | $4,887-77.5% |