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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 | $102,535 | $57,352+78.8% | $83,830+22.3% | $64,173+59.8% |
| Participation rate | 95.0% | 68.6%+26.4pp | 76.1%+18.9pp | 69.6%+25.4pp |
| Annual return | -5.96% | 11.38%-17.3pp | 850.97%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,540 | $2,546+39.1% | $3,631-2.5% | $2,381+48.7% |
| Participant deferral / active EE | $4,580 | $2,993+53.0% | $4,082+12.2% | $3,470+32.0% |
| Admin fee / account holder | $17,077 | $4,046+322.1% | $5,479+211.7% | $4,887+249.4% |