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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 | $175,322 | $75,962+130.8% | $154,108+13.8% | $64,173+173.2% |
| Participation rate | 94.1% | 70.4%+23.7pp | 83.0%+11.1pp | 69.6%+24.5pp |
| Annual return | -7.96% | 30.32%-38.3pp | 735.21%-743.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $5,473 | $3,350+63.4% | $5,298+3.3% | $2,381+129.9% |
| Participant deferral / active EE | $5,026 | $3,175+58.3% | $5,081-1.1% | $3,470+44.9% |
| Admin fee / account holder | $701 | $5,589-87.5% | $13,411-94.8% | $4,887-85.7% |