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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 | $238,467 | $75,962+213.9% | $154,108+54.7% | $64,173+271.6% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | -5.91% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $13,221 | $3,350+294.7% | $5,298+149.6% | $2,381+455.3% |
| Participant deferral / active EE | $7,241 | $3,175+128.1% | $5,081+42.5% | $3,470+108.7% |
| Admin fee / account holder | $4,244 | $5,589-24.1% | $13,411-68.4% | $4,887-13.2% |