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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 | $147,499 | $75,962+94.2% | $154,108-4.3% | $64,173+129.8% |
| Participation rate | 93.8% | 70.4%+23.3pp | 83.0%+10.7pp | 69.6%+24.2pp |
| Annual return | -6.37% | 30.32%-36.7pp | 735.21%-741.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,720 | $3,350+11.0% | $5,298-29.8% | $2,381+56.2% |
| Participant deferral / active EE | $5,608 | $3,175+76.7% | $5,081+10.4% | $3,470+61.6% |
| Admin fee / account holder | $7,368 | $5,589+31.8% | $13,411-45.1% | $4,887+50.7% |