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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 | $136,027 | $75,962+79.1% | $154,108-11.7% | $64,173+112.0% |
| Participation rate | 94.6% | 70.4%+24.2pp | 83.0%+11.5pp | 69.6%+25.0pp |
| Annual return | -4.10% | 30.32%-34.4pp | 735.21%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $9,716 | $3,350+190.0% | $5,298+83.4% | $2,381+308.1% |
| Participant deferral / active EE | $5,535 | $3,175+74.3% | $5,081+8.9% | $3,470+59.5% |
| Admin fee / account holder | $4,737 | $5,589-15.2% | $13,411-64.7% | $4,887-3.1% |