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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 | $122,616 | $75,962+61.4% | $154,111-20.4% | $64,173+91.1% |
| Participation rate | 74.2% | 70.4%+3.8pp | 83.0%-8.8pp | 69.6%+4.6pp |
| Annual return | -5.02% | 30.32%-35.3pp | 735.18%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $4,801 | $3,350+43.3% | $5,298-9.4% | $2,381+101.6% |
| Participant deferral / active EE | $7,063 | $3,175+122.5% | $5,081+39.0% | $3,470+103.6% |
| Admin fee / account holder | $1,946 | $5,589-65.2% | $13,411-85.5% | $4,887-60.2% |