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 | $225,378 | $75,962+196.7% | $154,110+46.2% | $64,173+251.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.89% | 30.32%-36.2pp | 735.22%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,136 | $3,350+83.2% | $5,298+15.8% | $2,381+157.7% |
| Participant deferral / active EE | $4,773 | $3,175+50.3% | $5,081-6.1% | $3,470+37.6% |
| Admin fee / account holder | $12,450 | $5,589+122.8% | $13,412-7.2% | $4,887+154.7% |