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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 | $90,776 | $75,962+19.5% | $154,108-41.1% | $64,173+41.5% |
| Participation rate | 87.9% | 70.4%+17.5pp | 83.0%+4.8pp | 69.6%+18.3pp |
| Annual return | -5.51% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,949 | $3,350-41.8% | $5,298-63.2% | $2,381-18.1% |
| Participant deferral / active EE | $5,577 | $3,175+75.7% | $5,081+9.8% | $3,470+60.7% |
| Admin fee / account holder | $320 | $5,589-94.3% | $13,411-97.6% | $4,887-93.5% |