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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 | $91,563 | $75,959+20.5% | $154,114-40.6% | $64,181+42.7% |
| Participation rate | 77.1% | 70.4%+6.7pp | 83.0%-5.9pp | 69.6%+7.6pp |
| Annual return | -6.53% | 30.32%-36.8pp | 735.16%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $6,536 | $3,350+95.1% | $5,298+23.4% | $2,381+174.5% |
| Participant deferral / active EE | $5,754 | $3,175+81.2% | $5,081+13.3% | $3,470+65.8% |
| Admin fee / account holder | $14,253 | $5,589+155.0% | $13,411+6.3% | $4,887+191.6% |