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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 | $156,058 | $75,959+105.5% | $154,114+1.3% | $64,181+143.2% |
| Participation rate | 88.5% | 70.4%+18.0pp | 83.0%+5.4pp | 69.6%+18.9pp |
| Annual return | -4.05% | 30.32%-34.4pp | 735.16%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,133 | $3,350-6.5% | $5,298-40.9% | $2,381+31.6% |
| Participant deferral / active EE | $8,139 | $3,175+156.4% | $5,081+60.2% | $3,470+134.6% |
| Admin fee / account holder | $68,682 | $5,589+1129.0% | $13,411+412.1% | $4,887+1305.3% |