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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 | $156,496 | $75,962+106.0% | $154,108+1.5% | $64,173+143.9% |
| Participation rate | 86.5% | 70.4%+16.1pp | 83.0%+3.5pp | 69.6%+16.9pp |
| Annual return | -5.31% | 30.32%-35.6pp | 735.21%-740.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $7,057 | $3,350+110.7% | $5,298+33.2% | $2,381+196.4% |
| Participant deferral / active EE | $5,912 | $3,175+86.2% | $5,081+16.4% | $3,470+70.4% |
| Admin fee / account holder | $23,178 | $5,589+314.7% | $13,411+72.8% | $4,887+374.2% |