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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 | $208,528 | $75,962+174.5% | $154,108+35.3% | $64,173+224.9% |
| Participation rate | 86.4% | 70.4%+15.9pp | 83.0%+3.3pp | 69.6%+16.8pp |
| Annual return | -6.83% | 30.32%-37.2pp | 735.21%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,021 | $3,350+20.0% | $5,298-24.1% | $2,381+68.9% |
| Participant deferral / active EE | $2,643 | $3,175-16.8% | $5,081-48.0% | $3,470-23.8% |
| Admin fee / account holder | $1,361 | $5,589-75.7% | $13,411-89.9% | $4,887-72.2% |