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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 | $138,607 | $75,962+82.5% | $154,108-10.1% | $64,173+116.0% |
| Participation rate | 81.0% | 70.4%+10.6pp | 83.0%-2.0pp | 69.6%+11.4pp |
| Annual return | -6.28% | 30.32%-36.6pp | 735.21%-741.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,817 | $3,350+43.8% | $5,298-9.1% | $2,381+102.3% |
| Participant deferral / active EE | $3,852 | $3,175+21.3% | $5,081-24.2% | $3,470+11.0% |
| Admin fee / account holder | $6,500 | $5,589+16.3% | $13,411-51.5% | $4,887+33.0% |