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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 | $173,930 | $75,962+129.0% | $154,108+12.9% | $64,173+171.0% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | -6.52% | 30.32%-36.8pp | 735.21%-741.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $10,945 | $3,350+226.7% | $5,298+106.6% | $2,381+359.7% |
| Participant deferral / active EE | $5,367 | $3,175+69.1% | $5,081+5.6% | $3,470+54.7% |
| Admin fee / account holder | $913 | $5,589-83.7% | $13,411-93.2% | $4,887-81.3% |