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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 | $101,443 | $75,962+33.5% | $154,108-34.2% | $64,173+58.1% |
| Participation rate | 98.0% | 70.4%+27.6pp | 83.0%+15.0pp | 69.6%+28.4pp |
| Annual return | -3.97% | 30.32%-34.3pp | 735.21%-739.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $660 | $3,350-80.3% | $5,298-87.5% | $2,381-72.3% |
| Participant deferral / active EE | $5,584 | $3,175+75.9% | $5,081+9.9% | $3,470+60.9% |
| Admin fee / account holder | $4,580 | $5,589-18.0% | $13,411-65.8% | $4,887-6.3% |