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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 | $171,835 | $75,962+126.2% | $154,108+11.5% | $64,173+167.8% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -7.85% | 30.32%-38.2pp | 735.21%-743.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $6,478 | $3,350+93.4% | $5,298+22.3% | $2,381+172.1% |
| Participant deferral / active EE | $4,547 | $3,175+43.2% | $5,081-10.5% | $3,470+31.0% |
| Admin fee / account holder | $14,607 | $5,589+161.4% | $13,411+8.9% | $4,887+198.9% |