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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 | $170,631 | $75,962+124.6% | $154,108+10.7% | $64,173+165.9% |
| Participation rate | 91.9% | 70.4%+21.5pp | 83.0%+8.9pp | 69.6%+22.3pp |
| Annual return | -4.91% | 30.32%-35.2pp | 735.21%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $6,587 | $3,350+96.6% | $5,298+24.3% | $2,381+176.6% |
| Participant deferral / active EE | $5,278 | $3,175+66.3% | $5,081+3.9% | $3,470+52.1% |
| Admin fee / account holder | $2,799 | $5,589-49.9% | $13,411-79.1% | $4,887-42.7% |