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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 | $223,464 | $75,962+194.2% | $154,111+45.0% | $64,173+248.2% |
| Participation rate | 95.6% | 70.4%+25.2pp | 83.0%+12.6pp | 69.6%+26.0pp |
| Annual return | -5.33% | 30.32%-35.7pp | 735.18%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $5,759 | $3,350+71.9% | $5,298+8.7% | $2,381+141.9% |
| Participant deferral / active EE | $2,812 | $3,175-11.4% | $5,081-44.6% | $3,470-18.9% |
| Admin fee / account holder | $1,729 | $5,589-69.1% | $13,411-87.1% | $4,887-64.6% |