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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 | $142,560 | $75,962+87.7% | $154,108-7.5% | $64,173+122.1% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -6.36% | 30.32%-36.7pp | 735.21%-741.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $9,143 | $3,350+172.9% | $5,298+72.6% | $2,381+284.0% |
| Participant deferral / active EE | $12,251 | $3,175+285.9% | $5,081+141.1% | $3,470+253.1% |
| Admin fee / account holder | $23,512 | $5,589+320.7% | $13,411+75.3% | $4,887+381.1% |