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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 | $178,132 | $75,962+134.5% | $154,108+15.6% | $64,173+177.6% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -4.06% | 30.32%-34.4pp | 735.21%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $5,185 | $3,350+54.8% | $5,298-2.1% | $2,381+117.8% |
| Participant deferral / active EE | $3,231 | $3,175+1.8% | $5,081-36.4% | $3,470-6.9% |
| Admin fee / account holder | $3,683 | $5,589-34.1% | $13,411-72.5% | $4,887-24.7% |