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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 | $211,741 | $75,962+178.7% | $154,111+37.4% | $64,173+230.0% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | -5.51% | 30.32%-35.8pp | 735.18%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $7,911 | $3,350+136.2% | $5,298+49.3% | $2,381+232.3% |
| Participant deferral / active EE | $5,168 | $3,175+62.8% | $5,081+1.7% | $3,470+48.9% |
| Admin fee / account holder | $20,477 | $5,589+266.4% | $13,411+52.7% | $4,887+319.0% |