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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 | $104,203 | $75,962+37.2% | $154,108-32.4% | $64,173+62.4% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -7.98% | 30.32%-38.3pp | 735.21%-743.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $5,822 | $3,350+73.8% | $5,298+9.9% | $2,381+144.6% |
| Participant deferral / active EE | $6,055 | $3,175+90.7% | $5,081+19.2% | $3,470+74.5% |
| Admin fee / account holder | $571 | $5,589-89.8% | $13,411-95.7% | $4,887-88.3% |