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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 | $206,132 | $75,962+171.4% | $154,108+33.8% | $64,173+221.2% |
| Participation rate | 87.7% | 70.4%+17.3pp | 83.0%+4.7pp | 69.6%+18.1pp |
| Annual return | -4.70% | 30.32%-35.0pp | 735.21%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $10,169 | $3,350+203.5% | $5,298+91.9% | $2,381+327.1% |
| Participant deferral / active EE | $5,923 | $3,175+86.6% | $5,081+16.6% | $3,470+70.7% |
| Admin fee / account holder | $10,059 | $5,589+80.0% | $13,411-25.0% | $4,887+105.8% |