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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 | $191,633 | $75,962+152.3% | $154,111+24.3% | $64,173+198.6% |
| Participation rate | 96.4% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.8pp |
| Annual return | -5.80% | 30.32%-36.1pp | 735.18%-741.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $9,801 | $3,350+192.6% | $5,298+85.0% | $2,381+311.7% |
| Participant deferral / active EE | $5,722 | $3,175+80.2% | $5,081+12.6% | $3,470+64.9% |
| Admin fee / account holder | $6,492 | $5,589+16.2% | $13,411-51.6% | $4,887+32.8% |