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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 | $227,473 | $75,962+199.5% | $154,108+47.6% | $64,173+254.5% |
| Participation rate | 95.8% | 70.4%+25.4pp | 83.0%+12.8pp | 69.6%+26.3pp |
| Annual return | -5.15% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $8,903 | $3,350+165.8% | $5,298+68.1% | $2,381+273.9% |
| Participant deferral / active EE | $6,875 | $3,175+116.6% | $5,081+35.3% | $3,470+98.2% |
| Admin fee / account holder | $20,162 | $5,589+260.7% | $13,411+50.3% | $4,887+312.5% |