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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 | $164,940 | $75,962+117.1% | $154,111+7.0% | $64,173+157.0% |
| Participation rate | 97.3% | 70.4%+26.9pp | 83.0%+14.3pp | 69.6%+27.7pp |
| Annual return | -4.32% | 30.32%-34.6pp | 735.18%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $15,721 | $3,350+369.3% | $5,298+196.8% | $2,381+560.3% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,601 | $5,589-53.5% | $13,411-80.6% | $4,887-46.8% |