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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 | $134,294 | $75,959+76.8% | $154,114-12.9% | $64,181+109.2% |
| Participation rate | 98.6% | 70.4%+28.1pp | 83.0%+15.5pp | 69.6%+29.0pp |
| Annual return | -5.52% | 30.32%-35.8pp | 735.16%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $4,907 | $3,350+46.5% | $5,298-7.4% | $2,381+106.1% |
| Participant deferral / active EE | $4,090 | $3,175+28.8% | $5,081-19.5% | $3,470+17.9% |
| Admin fee / account holder | $2,134 | $5,589-61.8% | $13,411-84.1% | $4,887-56.3% |