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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 | $93,058 | $75,962+22.5% | $154,108-39.6% | $64,173+45.0% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.3pp | 69.6%+24.8pp |
| Annual return | -6.63% | 30.32%-37.0pp | 735.21%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $6,064 | $3,350+81.0% | $5,298+14.5% | $2,381+154.7% |
| Participant deferral / active EE | $5,502 | $3,175+73.3% | $5,081+8.3% | $3,470+58.6% |
| Admin fee / account holder | $7,028 | $5,589+25.8% | $13,411-47.6% | $4,887+43.8% |