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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 | $146,273 | $75,959+92.6% | $154,114-5.1% | $64,181+127.9% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | -6.21% | 30.32%-36.5pp | 735.16%-741.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $9,231 | $3,350+175.6% | $5,298+74.2% | $2,381+287.7% |
| Participant deferral / active EE | $8,474 | $3,175+166.9% | $5,081+66.8% | $3,470+144.2% |
| Admin fee / account holder | $6,845 | $5,589+22.5% | $13,411-49.0% | $4,887+40.1% |