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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 | $193,626 | $75,962+154.9% | $154,108+25.6% | $64,173+201.7% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -4.58% | 30.32%-34.9pp | 735.21%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $7,951 | $3,350+137.4% | $5,298+50.1% | $2,381+234.0% |
| Participant deferral / active EE | $12,177 | $3,175+283.6% | $5,081+139.7% | $3,470+251.0% |
| Admin fee / account holder | $31,165 | $5,589+457.6% | $13,411+132.4% | $4,887+537.7% |