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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 | $209,865 | $75,959+176.3% | $154,114+36.2% | $64,181+227.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.04% | 30.32%-36.4pp | 735.16%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $8,513 | $3,350+154.1% | $5,298+60.7% | $2,381+257.6% |
| Participant deferral / active EE | $7,084 | $3,175+123.1% | $5,081+39.4% | $3,470+104.2% |
| Admin fee / account holder | $1,058 | $5,589-81.1% | $13,411-92.1% | $4,887-78.4% |