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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 | $194,844 | $75,962+156.5% | $154,108+26.4% | $64,173+203.6% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.6pp | 69.6%+21.1pp |
| Annual return | -6.95% | 30.32%-37.3pp | 735.21%-742.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $7,875 | $3,350+135.1% | $5,298+48.7% | $2,381+230.8% |
| Participant deferral / active EE | $3,756 | $3,175+18.3% | $5,081-26.1% | $3,470+8.3% |
| Admin fee / account holder | $629 | $5,589-88.7% | $13,411-95.3% | $4,887-87.1% |