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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 | $174,694 | $75,962+130.0% | $154,108+13.4% | $64,173+172.2% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -4.33% | 30.32%-34.7pp | 735.21%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $5,210 | $3,350+55.5% | $5,298-1.7% | $2,381+118.8% |
| Participant deferral / active EE | $5,426 | $3,175+70.9% | $5,081+6.8% | $3,470+56.4% |
| Admin fee / account holder | $3,108 | $5,589-44.4% | $13,411-76.8% | $4,887-36.4% |