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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 | $193,227 | $75,962+154.4% | $154,108+25.4% | $64,173+201.1% |
| Participation rate | 92.2% | 70.4%+21.8pp | 83.0%+9.2pp | 69.6%+22.6pp |
| Annual return | -5.63% | 30.32%-36.0pp | 735.21%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $8,873 | $3,350+164.9% | $5,298+67.5% | $2,381+272.7% |
| Participant deferral / active EE | $5,379 | $3,175+69.4% | $5,081+5.9% | $3,470+55.0% |
| Admin fee / account holder | $3,439 | $5,589-38.5% | $13,411-74.4% | $4,887-29.6% |