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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 | $118,814 | $75,962+56.4% | $154,108-22.9% | $64,173+85.1% |
| Participation rate | 92.5% | 70.4%+22.0pp | 83.0%+9.4pp | 69.6%+22.9pp |
| Annual return | -6.44% | 30.32%-36.8pp | 735.21%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,496 | $3,350+93.9% | $5,298+22.6% | $2,381+172.8% |
| Participant deferral / active EE | $5,787 | $3,175+82.3% | $5,081+13.9% | $3,470+66.8% |
| Admin fee / account holder | $9,934 | $5,589+77.7% | $13,411-25.9% | $4,887+103.2% |