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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 | $119,322 | $75,962+57.1% | $154,108-22.6% | $64,173+85.9% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.8pp | 69.6%+27.3pp |
| Annual return | -7.50% | 30.32%-37.8pp | 735.21%-742.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,615 | $3,350+7.9% | $5,298-31.8% | $2,381+51.8% |
| Participant deferral / active EE | $5,409 | $3,175+70.4% | $5,081+6.5% | $3,470+55.9% |
| Admin fee / account holder | $2,487 | $5,589-55.5% | $13,411-81.5% | $4,887-49.1% |