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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 | $188,151 | $76,000+147.6% | $154,111+22.1% | $64,186+193.1% |
| Participation rate | 88.0% | 70.4%+17.5pp | 83.0%+4.9pp | 69.6%+18.4pp |
| Annual return | -6.27% | 30.32%-36.6pp | 735.15%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,733 | $3,351+11.4% | $5,298-29.5% | $2,381+56.8% |
| Participant deferral / active EE | $7,196 | $3,175+126.6% | $5,081+41.6% | $3,470+107.4% |
| Admin fee / account holder | $938 | $5,596-83.2% | $13,411-93.0% | $4,888-80.8% |