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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 | $192,838 | $75,962+153.9% | $154,108+25.1% | $64,173+200.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.20% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $12,519 | $3,350+273.7% | $5,298+136.3% | $2,381+425.8% |
| Participant deferral / active EE | $7,965 | $3,175+150.9% | $5,081+56.8% | $3,470+129.6% |
| Admin fee / account holder | $2,827 | $5,589-49.4% | $13,411-78.9% | $4,887-42.2% |