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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 | $89,872 | $75,962+18.3% | $154,108-41.7% | $64,173+40.0% |
| Participation rate | 92.0% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.4pp |
| Annual return | -7.32% | 30.32%-37.6pp | 735.21%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $4,996 | $3,350+49.1% | $5,298-5.7% | $2,381+109.8% |
| Participant deferral / active EE | $4,214 | $3,175+32.7% | $5,081-17.1% | $3,470+21.4% |
| Admin fee / account holder | $10,326 | $5,589+84.8% | $13,411-23.0% | $4,887+111.3% |