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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 | $236,507 | $75,962+211.4% | $154,108+53.5% | $64,173+268.5% |
| Participation rate | 92.1% | 70.4%+21.7pp | 83.0%+9.1pp | 69.6%+22.5pp |
| Annual return | -5.98% | 30.32%-36.3pp | 735.21%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $14,067 | $3,350+319.9% | $5,298+165.5% | $2,381+490.8% |
| Participant deferral / active EE | $8,425 | $3,175+165.4% | $5,081+65.8% | $3,470+142.8% |
| Admin fee / account holder | $9,571 | $5,589+71.3% | $13,411-28.6% | $4,887+95.8% |