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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 | $96,183 | $75,962+26.6% | $154,111-37.6% | $64,173+49.9% |
| Participation rate | 84.8% | 70.4%+14.4pp | 83.0%+1.8pp | 69.6%+15.3pp |
| Annual return | -6.54% | 30.32%-36.9pp | 735.18%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $9,602 | $3,350+186.6% | $5,298+81.2% | $2,381+303.3% |
| Participant deferral / active EE | $6,007 | $3,175+89.2% | $5,081+18.2% | $3,470+73.1% |
| Admin fee / account holder | $1,574 | $5,589-71.8% | $13,411-88.3% | $4,887-67.8% |