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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 | $211,512 | $75,962+178.4% | $154,108+37.2% | $64,173+229.6% |
| Participation rate | 90.5% | 70.4%+20.1pp | 83.0%+7.4pp | 69.6%+20.9pp |
| Annual return | -6.92% | 30.32%-37.2pp | 735.21%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $10,623 | $3,350+217.1% | $5,298+100.5% | $2,381+346.2% |
| Participant deferral / active EE | $6,743 | $3,175+112.4% | $5,081+32.7% | $3,470+94.3% |
| Admin fee / account holder | $10,969 | $5,589+96.3% | $13,411-18.2% | $4,887+124.4% |