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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 | $140,050 | $67,352+107.9% | $60,899+130.0% | $134,509+4.1% |
| Participation rate | 95.5% | 76.2%+19.3pp | 73.1%+22.3pp | 81.2%+14.2pp |
| Annual return | 0.19% | 49.99%-49.8pp | 16.92%-16.7pp | 418.13%-417.9pp |
| Employer contribution / active EE | $6,348 | $3,098+104.9% | $2,702+134.9% | $4,741+33.9% |
| Participant deferral / active EE | $5,988 | $4,539+31.9% | $3,817+56.9% | $6,400-6.4% |
| Admin fee / account holder | $19,271 | $4,585+320.3% | $3,225+497.6% | $11,427+68.7% |