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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 | $114,579 | $75,962+50.8% | $154,108-25.6% | $64,173+78.5% |
| Participation rate | 92.2% | 70.4%+21.7pp | 83.0%+9.1pp | 69.6%+22.6pp |
| Annual return | -6.76% | 30.32%-37.1pp | 735.21%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $9,424 | $3,350+181.3% | $5,298+77.9% | $2,381+295.8% |
| Participant deferral / active EE | $2,607 | $3,175-17.9% | $5,081-48.7% | $3,470-24.9% |
| Admin fee / account holder | $66,765 | $5,589+1094.6% | $13,411+397.8% | $4,887+1266.0% |