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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 | $176,561 | $75,962+132.4% | $154,111+14.6% | $64,173+175.1% |
| Participation rate | 98.7% | 70.4%+28.3pp | 83.0%+15.6pp | 69.6%+29.1pp |
| Annual return | -7.68% | 30.32%-38.0pp | 735.18%-742.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $15,395 | $3,350+359.6% | $5,298+190.6% | $2,381+546.6% |
| Participant deferral / active EE | $6,676 | $3,175+110.3% | $5,081+31.4% | $3,470+92.4% |
| Admin fee / account holder | $6,257 | $5,589+12.0% | $13,411-53.3% | $4,887+28.0% |