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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 | $150,064 | $57,352+161.7% | $83,831+79.0% | $64,173+133.8% |
| Participation rate | 98.5% | 68.6%+29.9pp | 76.1%+22.3pp | 69.6%+28.9pp |
| Annual return | -4.68% | 11.38%-16.1pp | 850.99%-855.7pp | 7.63%-12.3pp |
| Employer contribution / active EE | $6,201 | $2,546+143.6% | $3,631+70.8% | $2,381+160.5% |
| Participant deferral / active EE | $2,832 | $2,993-5.4% | $4,082-30.6% | $3,470-18.4% |
| Admin fee / account holder | $46,509 | $4,046+1049.5% | $5,479+748.9% | $4,887+851.6% |