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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 | $123,179 | $75,962+62.2% | $154,111-20.1% | $64,173+91.9% |
| Participation rate | 97.1% | 70.4%+26.6pp | 83.0%+14.0pp | 69.6%+27.5pp |
| Annual return | -5.80% | 30.32%-36.1pp | 735.18%-741.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,038 | $3,350+50.4% | $5,298-4.9% | $2,381+111.6% |
| Participant deferral / active EE | $5,205 | $3,175+63.9% | $5,081+2.4% | $3,470+50.0% |
| Admin fee / account holder | $21,127 | $5,589+278.0% | $13,411+57.5% | $4,887+332.3% |