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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 | $197,471 | $75,962+160.0% | $154,108+28.1% | $64,173+207.7% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.4pp | 69.6%+26.9pp |
| Annual return | -5.77% | 30.32%-36.1pp | 735.21%-741.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $8,713 | $3,350+160.1% | $5,298+64.5% | $2,381+266.0% |
| Participant deferral / active EE | $8,517 | $3,175+168.3% | $5,081+67.6% | $3,470+145.5% |
| Admin fee / account holder | $4,867 | $5,589-12.9% | $13,411-63.7% | $4,887-0.4% |