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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 | $148,225 | $75,962+95.1% | $154,108-3.8% | $64,173+131.0% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.7pp | 69.6%+28.1pp |
| Annual return | 0.21% | 30.32%-30.1pp | 735.21%-735.0pp | 7.63%-7.4pp |
| Employer contribution / active EE | $8,281 | $3,350+147.2% | $5,298+56.3% | $2,381+247.8% |
| Participant deferral / active EE | $5,345 | $3,175+68.4% | $5,081+5.2% | $3,470+54.1% |
| Admin fee / account holder | $5,911 | $5,589+5.8% | $13,411-55.9% | $4,887+20.9% |