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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 | $221,348 | $75,962+191.4% | $154,108+43.6% | $64,173+244.9% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.3pp |
| Annual return | -7.95% | 30.32%-38.3pp | 735.21%-743.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $16,632 | $3,350+396.5% | $5,298+214.0% | $2,381+598.6% |
| Participant deferral / active EE | $5,239 | $3,175+65.0% | $5,081+3.1% | $3,470+51.0% |
| Admin fee / account holder | $3,803 | $5,589-31.9% | $13,411-71.6% | $4,887-22.2% |