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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 | $146,988 | $75,962+93.5% | $154,108-4.6% | $64,173+129.1% |
| Participation rate | 90.9% | 70.4%+20.5pp | 83.0%+7.9pp | 69.6%+21.3pp |
| Annual return | -4.90% | 30.32%-35.2pp | 735.21%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $9,075 | $3,350+170.9% | $5,298+71.3% | $2,381+281.2% |
| Participant deferral / active EE | $12,155 | $3,175+282.9% | $5,081+139.2% | $3,470+250.3% |
| Admin fee / account holder | $1,676 | $5,589-70.0% | $13,411-87.5% | $4,887-65.7% |