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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 | $168,373 | $75,962+121.7% | $154,108+9.3% | $64,173+162.4% |
| Participation rate | 90.7% | 70.4%+20.3pp | 83.0%+7.7pp | 69.6%+21.1pp |
| Annual return | -5.00% | 30.32%-35.3pp | 735.21%-740.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $5,357 | $3,350+59.9% | $5,298+1.1% | $2,381+125.0% |
| Participant deferral / active EE | $11,887 | $3,175+274.4% | $5,081+134.0% | $3,470+242.6% |
| Admin fee / account holder | $5,491 | $5,589-1.8% | $13,411-59.1% | $4,887+12.3% |