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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 | $114,498 | $75,962+50.7% | $154,108-25.7% | $64,173+78.4% |
| Participation rate | 98.3% | 70.4%+27.9pp | 83.0%+15.3pp | 69.6%+28.8pp |
| Annual return | -7.75% | 30.32%-38.1pp | 735.21%-743.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $7,595 | $3,350+126.7% | $5,298+43.4% | $2,381+219.0% |
| Participant deferral / active EE | $4,888 | $3,175+54.0% | $5,081-3.8% | $3,470+40.9% |
| Admin fee / account holder | $2,966 | $5,589-46.9% | $13,411-77.9% | $4,887-39.3% |