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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 | $170,606 | $75,959+124.6% | $154,114+10.7% | $64,181+165.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.92% | 30.32%-36.2pp | 735.16%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $7,616 | $3,350+127.4% | $5,298+43.8% | $2,381+219.9% |
| Participant deferral / active EE | $5,492 | $3,175+73.0% | $5,081+8.1% | $3,470+58.3% |
| Admin fee / account holder | $384 | $5,589-93.1% | $13,411-97.1% | $4,887-92.1% |