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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 | $120,869 | $75,962+59.1% | $154,111-21.6% | $64,173+88.3% |
| Participation rate | 90.1% | 70.4%+19.7pp | 83.0%+7.1pp | 69.6%+20.6pp |
| Annual return | -4.46% | 30.32%-34.8pp | 735.18%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,827 | $3,350+14.2% | $5,298-27.8% | $2,381+60.7% |
| Participant deferral / active EE | $6,912 | $3,175+117.7% | $5,081+36.0% | $3,470+99.2% |
| Admin fee / account holder | $12,013 | $5,589+114.9% | $13,411-10.4% | $4,887+145.8% |