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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 | $142,800 | $75,962+88.0% | $154,108-7.3% | $64,173+122.5% |
| Participation rate | 97.3% | 70.4%+26.9pp | 83.0%+14.3pp | 69.6%+27.7pp |
| Annual return | -5.85% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,902 | $3,350+106.0% | $5,298+30.3% | $2,381+189.9% |
| Participant deferral / active EE | $5,226 | $3,175+64.6% | $5,081+2.9% | $3,470+50.6% |
| Admin fee / account holder | $708 | $5,589-87.3% | $13,411-94.7% | $4,887-85.5% |