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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 | $198,114 | $75,962+160.8% | $154,111+28.6% | $64,173+208.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.64% | 30.32%-37.0pp | 735.18%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $7,404 | $3,350+121.0% | $5,298+39.8% | $2,381+211.0% |
| Participant deferral / active EE | $4,501 | $3,175+41.8% | $5,081-11.4% | $3,470+29.7% |
| Admin fee / account holder | $1,001 | $5,589-82.1% | $13,411-92.5% | $4,887-79.5% |