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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 | $143,749 | $75,962+89.2% | $154,108-6.7% | $64,173+124.0% |
| Participation rate | 89.7% | 70.4%+19.3pp | 83.0%+6.7pp | 69.6%+20.2pp |
| Annual return | -5.51% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $19,040 | $3,350+468.4% | $5,298+259.4% | $2,381+699.7% |
| Participant deferral / active EE | $16,514 | $3,175+420.2% | $5,081+225.0% | $3,470+376.0% |
| Admin fee / account holder | $11,219 | $5,589+100.7% | $13,411-16.3% | $4,887+129.5% |