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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 | $133,142 | $75,962+75.3% | $154,108-13.6% | $64,173+107.5% |
| Participation rate | 96.6% | 70.4%+26.2pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | -5.50% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $8,989 | $3,350+168.3% | $5,298+69.7% | $2,381+277.5% |
| Participant deferral / active EE | $5,747 | $3,175+81.0% | $5,081+13.1% | $3,470+65.6% |
| Admin fee / account holder | $1,471 | $5,589-73.7% | $13,411-89.0% | $4,887-69.9% |