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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 | $124,987 | $75,962+64.5% | $154,111-18.9% | $64,173+94.8% |
| Participation rate | 79.6% | 70.4%+9.2pp | 83.0%-3.4pp | 69.6%+10.0pp |
| Annual return | -4.97% | 30.32%-35.3pp | 735.18%-740.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $418 | $3,350-87.5% | $5,298-92.1% | $2,381-82.4% |
| Participant deferral / active EE | $3,933 | $3,175+23.9% | $5,081-22.6% | $3,470+13.3% |
| Admin fee / account holder | $9,933 | $5,589+77.7% | $13,411-25.9% | $4,887+103.2% |