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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 | $151,031 | $75,962+98.8% | $154,108-2.0% | $64,173+135.4% |
| Participation rate | 93.8% | 70.4%+23.3pp | 83.0%+10.7pp | 69.6%+24.2pp |
| Annual return | -7.15% | 30.32%-37.5pp | 735.21%-742.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $9,132 | $3,350+172.6% | $5,298+72.4% | $2,381+283.6% |
| Participant deferral / active EE | $9,197 | $3,175+189.7% | $5,081+81.0% | $3,470+165.1% |
| Admin fee / account holder | $10,486 | $5,589+87.6% | $13,411-21.8% | $4,887+114.6% |