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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 | $92,488 | $75,962+21.8% | $154,108-40.0% | $64,173+44.1% |
| Participation rate | 96.6% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+27.0pp |
| Annual return | -5.12% | 30.32%-35.4pp | 735.21%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $13,476 | $3,350+302.3% | $5,298+154.4% | $2,381+466.0% |
| Participant deferral / active EE | $3,273 | $3,175+3.1% | $5,081-35.6% | $3,470-5.7% |
| Admin fee / account holder | $5,987 | $5,589+7.1% | $13,411-55.4% | $4,887+22.5% |