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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 | $237,903 | $75,959+213.2% | $154,114+54.4% | $64,181+270.7% |
| Participation rate | 88.4% | 70.4%+18.0pp | 83.0%+5.3pp | 69.6%+18.8pp |
| Annual return | -7.00% | 30.32%-37.3pp | 735.16%-742.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $5,546 | $3,350+65.6% | $5,298+4.7% | $2,381+133.0% |
| Participant deferral / active EE | $6,660 | $3,175+109.8% | $5,081+31.1% | $3,470+92.0% |
| Admin fee / account holder | $7,498 | $5,589+34.2% | $13,411-44.1% | $4,887+53.4% |