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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 | $176,460 | $99,032+78.2% | $80,022+120.5% | $135,379+30.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.96% | 15.39%-20.3pp | 11.22%-16.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $4,980 | $3,043+63.6% | $2,468+101.8% | $4,779+4.2% |
| Participant deferral / active EE | $21,261 | $4,282+396.5% | $3,686+476.8% | $5,609+279.1% |
| Admin fee / account holder | $39,999 | $10,436+283.3% | $6,521+513.4% | $10,828+269.4% |