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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 | $105,606 | $75,962+39.0% | $154,111-31.5% | $64,173+64.6% |
| Participation rate | 92.5% | 70.4%+22.1pp | 83.0%+9.5pp | 69.6%+22.9pp |
| Annual return | -5.60% | 30.32%-35.9pp | 735.18%-740.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $4,006 | $3,350+19.6% | $5,298-24.4% | $2,381+68.3% |
| Participant deferral / active EE | $6,464 | $3,175+103.6% | $5,081+27.2% | $3,470+86.3% |
| Admin fee / account holder | $1,438 | $5,589-74.3% | $13,411-89.3% | $4,887-70.6% |