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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 | $118,141 | $75,962+55.5% | $154,108-23.3% | $64,173+84.1% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | -5.70% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $6,125 | $3,350+82.8% | $5,298+15.6% | $2,381+157.2% |
| Participant deferral / active EE | $4,748 | $3,175+49.5% | $5,081-6.6% | $3,470+36.8% |
| Admin fee / account holder | $2,227 | $5,589-60.2% | $13,411-83.4% | $4,887-54.4% |