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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 | $249,610 | $75,962+228.6% | $154,108+62.0% | $64,173+289.0% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -5.87% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,808 | $3,350+43.5% | $5,298-9.2% | $2,381+101.9% |
| Participant deferral / active EE | $6,008 | $3,175+89.3% | $5,081+18.3% | $3,470+73.2% |
| Admin fee / account holder | $8,004 | $5,589+43.2% | $13,411-40.3% | $4,887+63.8% |