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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 | $138,046 | $75,962+81.7% | $154,108-10.4% | $64,173+115.1% |
| Participation rate | 96.9% | 70.4%+26.5pp | 83.0%+13.8pp | 69.6%+27.3pp |
| Annual return | -5.90% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $10,070 | $3,350+200.6% | $5,298+90.1% | $2,381+323.0% |
| Participant deferral / active EE | $6,350 | $3,175+100.0% | $5,081+25.0% | $3,470+83.0% |
| Admin fee / account holder | $16,585 | $5,589+196.7% | $13,411+23.7% | $4,887+239.3% |