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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 | $177,264 | $57,352+209.1% | $83,830+111.5% | $64,173+176.2% |
| Participation rate | 96.0% | 68.6%+27.4pp | 76.1%+19.9pp | 69.6%+26.4pp |
| Annual return | -6.74% | 11.38%-18.1pp | 850.97%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,618 | $2,546+81.4% | $3,631+27.2% | $2,381+94.0% |
| Participant deferral / active EE | $7,080 | $2,993+136.6% | $4,082+73.5% | $3,470+104.1% |
| Admin fee / account holder | $1,657 | $4,046-59.0% | $5,479-69.8% | $4,887-66.1% |