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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 | $114,566 | $75,962+50.8% | $154,108-25.7% | $64,173+78.5% |
| Participation rate | 95.3% | 70.4%+24.9pp | 83.0%+12.3pp | 69.6%+25.8pp |
| Annual return | -4.52% | 30.32%-34.8pp | 735.21%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $7,933 | $3,350+136.8% | $5,298+49.8% | $2,381+233.2% |
| Participant deferral / active EE | $4,831 | $3,175+52.2% | $5,081-4.9% | $3,470+39.2% |
| Admin fee / account holder | $2,863 | $5,589-48.8% | $13,411-78.7% | $4,887-41.4% |