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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 | $145,073 | $75,962+91.0% | $154,108-5.9% | $64,173+126.1% |
| Participation rate | 94.7% | 70.4%+24.3pp | 83.0%+11.7pp | 69.6%+25.2pp |
| Annual return | -5.17% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $7,868 | $3,350+134.9% | $5,298+48.5% | $2,381+230.5% |
| Participant deferral / active EE | $5,029 | $3,175+58.4% | $5,081-1.0% | $3,470+44.9% |
| Admin fee / account holder | $8,305 | $5,589+48.6% | $13,411-38.1% | $4,887+69.9% |