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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 | $119,030 | $75,962+56.7% | $154,108-22.8% | $64,173+85.5% |
| Participation rate | 98.0% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.4pp |
| Annual return | -5.21% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $7,883 | $3,350+135.3% | $5,298+48.8% | $2,381+231.1% |
| Participant deferral / active EE | $5,139 | $3,175+61.9% | $5,081+1.1% | $3,470+48.1% |
| Admin fee / account holder | $1,943 | $5,589-65.2% | $13,411-85.5% | $4,887-60.3% |