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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 | $181,178 | $75,962+138.5% | $154,108+17.6% | $64,173+182.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.08% | 30.32%-36.4pp | 735.21%-741.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $7,576 | $3,350+126.1% | $5,298+43.0% | $2,381+218.2% |
| Participant deferral / active EE | $5,752 | $3,175+81.2% | $5,081+13.2% | $3,470+65.8% |
| Admin fee / account holder | $1,813 | $5,589-67.6% | $13,411-86.5% | $4,887-62.9% |