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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 | $199,626 | $77,816+156.5% | $123,552+61.6% | $64,173+211.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.60% | 12.49%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $7,685 | $3,014+155.0% | $4,628+66.1% | $2,381+222.8% |
| Participant deferral / active EE | $8,063 | $5,240+53.9% | $6,426+25.5% | $3,470+132.4% |
| Admin fee / account holder | $26,843 | $5,519+386.4% | $9,285+189.1% | $4,887+449.2% |