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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 | $165,867 | $75,962+118.4% | $154,108+7.6% | $64,173+158.5% |
| Participation rate | 79.4% | 70.4%+9.0pp | 83.0%-3.6pp | 69.6%+9.8pp |
| Annual return | -5.94% | 30.32%-36.3pp | 735.21%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,858 | $3,350-14.7% | $5,298-46.0% | $2,381+20.1% |
| Participant deferral / active EE | $5,354 | $3,175+68.7% | $5,081+5.4% | $3,470+54.3% |
| Admin fee / account holder | $3,311 | $5,589-40.8% | $13,411-75.3% | $4,887-32.3% |