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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 | $157,518 | $75,962+107.4% | $154,108+2.2% | $64,173+145.5% |
| Participation rate | 98.8% | 70.4%+28.3pp | 83.0%+15.7pp | 69.6%+29.2pp |
| Annual return | -5.51% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $8,525 | $3,350+154.5% | $5,298+60.9% | $2,381+258.1% |
| Participant deferral / active EE | $5,463 | $3,175+72.1% | $5,081+7.5% | $3,470+57.4% |
| Admin fee / account holder | $6,346 | $5,589+13.5% | $13,411-52.7% | $4,887+29.8% |