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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 | $235,114 | $75,962+209.5% | $154,108+52.6% | $64,173+266.4% |
| Participation rate | 89.8% | 70.4%+19.4pp | 83.0%+6.8pp | 69.6%+20.2pp |
| Annual return | -5.42% | 30.32%-35.7pp | 735.21%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $12,245 | $3,350+265.5% | $5,298+131.1% | $2,381+414.3% |
| Participant deferral / active EE | $8,829 | $3,175+178.1% | $5,081+73.8% | $3,470+154.5% |
| Admin fee / account holder | $4,007 | $5,589-28.3% | $13,411-70.1% | $4,887-18.0% |