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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 | $206,220 | $75,962+171.5% | $154,108+33.8% | $64,173+221.4% |
| Participation rate | 95.9% | 70.4%+25.5pp | 83.0%+12.9pp | 69.6%+26.3pp |
| Annual return | -6.58% | 30.32%-36.9pp | 735.21%-741.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $7,613 | $3,350+127.3% | $5,298+43.7% | $2,381+219.8% |
| Participant deferral / active EE | $5,418 | $3,175+70.7% | $5,081+6.6% | $3,470+56.1% |
| Admin fee / account holder | $893 | $5,589-84.0% | $13,411-93.3% | $4,887-81.7% |