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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 | $165,617 | $57,352+188.8% | $83,831+97.6% | $64,173+158.1% |
| Participation rate | 95.4% | 68.6%+26.8pp | 76.1%+19.2pp | 69.6%+25.8pp |
| Annual return | -4.60% | 11.38%-16.0pp | 850.99%-855.6pp | 7.63%-12.2pp |
| Employer contribution / active EE | $5,090 | $2,546+99.9% | $3,631+40.2% | $2,381+113.8% |
| Participant deferral / active EE | $3,987 | $2,993+33.2% | $4,082-2.3% | $3,470+14.9% |
| Admin fee / account holder | $17,102 | $4,046+322.7% | $5,479+212.2% | $4,887+249.9% |