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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 | $143,756 | $75,962+89.2% | $154,108-6.7% | $64,173+124.0% |
| Participation rate | 98.0% | 70.4%+27.6pp | 83.0%+15.0pp | 69.6%+28.4pp |
| Annual return | -5.06% | 30.32%-35.4pp | 735.21%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,574 | $3,350+96.2% | $5,298+24.1% | $2,381+176.1% |
| Participant deferral / active EE | $5,755 | $3,175+81.3% | $5,081+13.3% | $3,470+65.9% |
| Admin fee / account holder | $634 | $5,589-88.7% | $13,411-95.3% | $4,887-87.0% |