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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 | $123,851 | $75,962+63.0% | $154,108-19.6% | $64,173+93.0% |
| Participation rate | 82.1% | 70.4%+11.7pp | 83.0%-0.9pp | 69.6%+12.6pp |
| Annual return | -4.91% | 30.32%-35.2pp | 735.21%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,644 | $3,350+68.5% | $5,298+6.5% | $2,381+137.1% |
| Participant deferral / active EE | $8,646 | $3,175+172.3% | $5,081+70.2% | $3,470+149.2% |
| Admin fee / account holder | $2,066 | $5,589-63.0% | $13,411-84.6% | $4,887-57.7% |