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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 | $246,875 | $75,962+225.0% | $154,111+60.2% | $64,173+284.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.55% | 30.32%-36.9pp | 735.18%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $9,781 | $3,350+192.0% | $5,298+84.6% | $2,381+310.8% |
| Participant deferral / active EE | $3,873 | $3,175+22.0% | $5,081-23.8% | $3,470+11.6% |
| Admin fee / account holder | $1,003 | $5,589-82.1% | $13,411-92.5% | $4,887-79.5% |