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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 | $185,451 | $75,962+144.1% | $154,108+20.3% | $64,173+189.0% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -4.85% | 30.32%-35.2pp | 735.21%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,878 | $3,350+75.5% | $5,298+11.0% | $2,381+146.9% |
| Participant deferral / active EE | $7,133 | $3,175+124.7% | $5,081+40.4% | $3,470+105.6% |
| Admin fee / account holder | $7,414 | $5,589+32.7% | $13,411-44.7% | $4,887+51.7% |