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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 | $125,747 | $75,962+65.5% | $154,108-18.4% | $64,173+95.9% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -3.41% | 30.32%-33.7pp | 735.21%-738.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $10,683 | $3,350+218.9% | $5,298+101.7% | $2,381+348.7% |
| Participant deferral / active EE | $5,631 | $3,175+77.4% | $5,081+10.8% | $3,470+62.3% |
| Admin fee / account holder | $1,069 | $5,589-80.9% | $13,411-92.0% | $4,887-78.1% |