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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 | $77,205 | $75,962+1.6% | $154,108-49.9% | $64,173+20.3% |
| Participation rate | 95.5% | 70.4%+25.0pp | 83.0%+12.4pp | 69.6%+25.9pp |
| Annual return | -3.89% | 30.32%-34.2pp | 735.21%-739.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $4,625 | $3,350+38.1% | $5,298-12.7% | $2,381+94.3% |
| Participant deferral / active EE | $5,426 | $3,175+70.9% | $5,081+6.8% | $3,470+56.4% |
| Admin fee / account holder | $5,316 | $5,589-4.9% | $13,411-60.4% | $4,887+8.8% |