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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 | $228,059 | $75,962+200.2% | $154,108+48.0% | $64,173+255.4% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -3.75% | 30.32%-34.1pp | 735.21%-739.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $9,467 | $3,350+182.6% | $5,298+78.7% | $2,381+297.6% |
| Participant deferral / active EE | $8,402 | $3,175+164.6% | $5,081+65.4% | $3,470+142.1% |
| Admin fee / account holder | $3,978 | $5,589-28.8% | $13,411-70.3% | $4,887-18.6% |