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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 | $216,243 | $75,962+184.7% | $154,111+40.3% | $64,173+237.0% |
| Participation rate | 77.1% | 70.4%+6.7pp | 83.0%-5.9pp | 69.6%+7.6pp |
| Annual return | -5.54% | 30.32%-35.9pp | 735.18%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $9,825 | $3,350+193.3% | $5,298+85.5% | $2,381+312.7% |
| Participant deferral / active EE | $6,176 | $3,175+94.5% | $5,081+21.6% | $3,470+78.0% |
| Admin fee / account holder | $11,123 | $5,589+99.0% | $13,411-17.1% | $4,887+127.6% |