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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 | $106,354 | $75,962+40.0% | $154,108-31.0% | $64,173+65.7% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | -5.43% | 30.32%-35.8pp | 735.21%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $583 | $3,350-82.6% | $5,298-89.0% | $2,381-75.5% |
| Participant deferral / active EE | $5,886 | $3,175+85.4% | $5,081+15.9% | $3,470+69.7% |
| Admin fee / account holder | $3,357 | $5,589-39.9% | $13,411-75.0% | $4,887-31.3% |