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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 | $192,236 | $75,962+153.1% | $154,108+24.7% | $64,173+199.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.82% | 30.32%-35.1pp | 735.21%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $11,976 | $3,350+257.5% | $5,298+126.1% | $2,381+403.0% |
| Participant deferral / active EE | $8,078 | $3,175+154.4% | $5,081+59.0% | $3,470+132.8% |
| Admin fee / account holder | $16,541 | $5,589+196.0% | $13,411+23.3% | $4,887+238.4% |