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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 | $150,219 | $75,962+97.8% | $154,108-2.5% | $64,173+134.1% |
| Participation rate | 86.2% | 70.4%+15.8pp | 83.0%+3.2pp | 69.6%+16.6pp |
| Annual return | -5.61% | 30.32%-35.9pp | 735.21%-740.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $6,236 | $3,350+86.2% | $5,298+17.7% | $2,381+161.9% |
| Participant deferral / active EE | $3,674 | $3,175+15.7% | $5,081-27.7% | $3,470+5.9% |
| Admin fee / account holder | $1,926 | $5,589-65.5% | $13,411-85.6% | $4,887-60.6% |