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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 | $124,044 | $75,962+63.3% | $154,111-19.5% | $64,173+93.3% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | -5.54% | 30.32%-35.9pp | 735.18%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $12,054 | $3,350+259.8% | $5,298+127.5% | $2,381+406.3% |
| Participant deferral / active EE | $10,581 | $3,175+233.3% | $5,081+108.3% | $3,470+205.0% |
| Admin fee / account holder | $25,478 | $5,589+355.9% | $13,411+90.0% | $4,887+421.3% |