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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 | $229,087 | $75,962+201.6% | $154,108+48.7% | $64,173+257.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.62% | 30.32%-36.9pp | 735.21%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $7,786 | $3,350+132.4% | $5,298+47.0% | $2,381+227.0% |
| Participant deferral / active EE | $9,104 | $3,175+186.8% | $5,081+79.2% | $3,470+162.4% |
| Admin fee / account holder | $1,164 | $5,589-79.2% | $13,411-91.3% | $4,887-76.2% |