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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 | $202,920 | $75,962+167.1% | $154,108+31.7% | $64,173+216.2% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | -5.11% | 30.32%-35.4pp | 735.21%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $7,919 | $3,350+136.4% | $5,298+49.5% | $2,381+232.6% |
| Participant deferral / active EE | $5,228 | $3,175+64.7% | $5,081+2.9% | $3,470+50.7% |
| Admin fee / account holder | $937 | $5,589-83.2% | $13,411-93.0% | $4,887-80.8% |