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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 | $127,543 | $75,962+67.9% | $154,108-17.2% | $64,173+98.7% |
| Participation rate | 84.6% | 70.4%+14.2pp | 83.0%+1.6pp | 69.6%+15.0pp |
| Annual return | -5.63% | 30.32%-36.0pp | 735.21%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $8,318 | $3,350+148.3% | $5,298+57.0% | $2,381+249.4% |
| Participant deferral / active EE | $4,811 | $3,175+51.6% | $5,081-5.3% | $3,470+38.7% |
| Admin fee / account holder | $15,456 | $5,589+176.6% | $13,411+15.2% | $4,887+216.2% |