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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 | $138,324 | $75,962+82.1% | $154,111-10.2% | $64,173+115.5% |
| Participation rate | 87.1% | 70.4%+16.7pp | 83.0%+4.1pp | 69.6%+17.5pp |
| Annual return | -6.87% | 30.32%-37.2pp | 735.18%-742.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $7,992 | $3,350+138.6% | $5,298+50.9% | $2,381+235.7% |
| Participant deferral / active EE | $5,055 | $3,175+59.2% | $5,081-0.5% | $3,470+45.7% |
| Admin fee / account holder | $5,651 | $5,589+1.1% | $13,411-57.9% | $4,887+15.6% |