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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 | $155,278 | $75,962+104.4% | $154,108+0.8% | $64,173+142.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.17% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $8,495 | $3,350+153.6% | $5,298+60.4% | $2,381+256.8% |
| Participant deferral / active EE | $5,187 | $3,175+63.4% | $5,081+2.1% | $3,470+49.5% |
| Admin fee / account holder | $57,979 | $5,589+937.4% | $13,411+332.3% | $4,887+1086.3% |