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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 | $165,585 | $75,962+118.0% | $154,108+7.4% | $64,173+158.0% |
| Participation rate | 96.2% | 70.4%+25.8pp | 83.0%+13.2pp | 69.6%+26.7pp |
| Annual return | -6.04% | 30.32%-36.4pp | 735.21%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $8,448 | $3,350+152.2% | $5,298+59.5% | $2,381+254.8% |
| Participant deferral / active EE | $5,376 | $3,175+69.3% | $5,081+5.8% | $3,470+54.9% |
| Admin fee / account holder | $3,881 | $5,589-30.6% | $13,411-71.1% | $4,887-20.6% |