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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 | $108,267 | $57,352+88.8% | $83,831+29.1% | $64,173+68.7% |
| Participation rate | 85.4% | 68.6%+16.8pp | 76.1%+9.3pp | 69.6%+15.8pp |
| Annual return | -3.13% | 11.38%-14.5pp | 850.99%-854.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $8,000 | $2,546+214.3% | $3,631+120.3% | $2,381+236.0% |
| Participant deferral / active EE | $5,190 | $2,993+73.4% | $4,082+27.1% | $3,470+49.6% |
| Admin fee / account holder | $8,103 | $4,046+100.3% | $5,479+47.9% | $4,887+65.8% |