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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 | $159,358 | $72,404+120.1% | $110,243+44.6% | $64,173+148.3% |
| Participation rate | 99.0% | 73.3%+25.6pp | 79.8%+19.2pp | 69.6%+29.4pp |
| Annual return | -5.13% | -6.29%+1.2pp | 314.76%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,388 | $2,282+92.3% | $3,827+14.7% | $2,381+84.3% |
| Participant deferral / active EE | $7,154 | $3,469+106.2% | $4,672+53.1% | $3,470+106.2% |
| Admin fee / account holder | $8,878 | $5,664+56.7% | $8,548+3.9% | $4,887+81.6% |