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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 | $230,756 | $75,962+203.8% | $154,108+49.7% | $64,173+259.6% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | -4.95% | 30.32%-35.3pp | 735.21%-740.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $12,049 | $3,350+259.7% | $5,298+127.4% | $2,381+406.1% |
| Participant deferral / active EE | $8,136 | $3,175+156.3% | $5,081+60.1% | $3,470+134.5% |
| Admin fee / account holder | $33,437 | $5,589+498.3% | $13,411+149.3% | $4,887+584.1% |