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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 | $100,080 | $43,730+128.9% | $121,220-17.4% | $64,173+56.0% |
| Participation rate | 90.9% | 58.3%+32.6pp | 71.8%+19.1pp | 69.6%+21.3pp |
| Annual return | -6.43% | 68.94%-75.4pp | 16.94%-23.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,634 | $1,297+180.2% | $4,023-9.7% | $2,381+52.6% |
| Participant deferral / active EE | $7,142 | $2,281+213.2% | $3,345+113.5% | $3,470+105.9% |
| Admin fee / account holder | $2,033 | $3,502-42.0% | $5,021-59.5% | $4,887-58.4% |