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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 | $174,241 | $75,962+129.4% | $154,108+13.1% | $64,173+171.5% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | -2.94% | 30.32%-33.3pp | 735.21%-738.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $7,925 | $3,350+136.6% | $5,298+49.6% | $2,381+232.9% |
| Participant deferral / active EE | $5,934 | $3,175+86.9% | $5,081+16.8% | $3,470+71.0% |
| Admin fee / account holder | $48,035 | $5,589+759.5% | $13,411+258.2% | $4,887+882.8% |