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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 | $92,701 | $75,962+22.0% | $154,111-39.8% | $64,173+44.5% |
| Participation rate | 93.2% | 70.4%+22.8pp | 83.0%+10.2pp | 69.6%+23.7pp |
| Annual return | -6.44% | 30.32%-36.8pp | 735.18%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,186 | $3,350+25.0% | $5,298-21.0% | $2,381+75.8% |
| Participant deferral / active EE | $3,431 | $3,175+8.1% | $5,081-32.5% | $3,470-1.1% |
| Admin fee / account holder | $2,171 | $5,589-61.1% | $13,411-83.8% | $4,887-55.6% |