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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 | $193,576 | $75,962+154.8% | $154,108+25.6% | $64,173+201.6% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -4.39% | 30.32%-34.7pp | 735.21%-739.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $8,685 | $3,350+159.3% | $5,298+64.0% | $2,381+264.8% |
| Participant deferral / active EE | $4,649 | $3,175+46.5% | $5,081-8.5% | $3,470+34.0% |
| Admin fee / account holder | $5,368 | $5,589-3.9% | $13,411-60.0% | $4,887+9.8% |