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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 | $76,033 | $75,962+0.1% | $154,108-50.7% | $64,173+18.5% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | -6.54% | 30.32%-36.9pp | 735.21%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $5,612 | $3,350+67.5% | $5,298+5.9% | $2,381+135.7% |
| Participant deferral / active EE | $2,844 | $3,175-10.4% | $5,081-44.0% | $3,470-18.0% |
| Admin fee / account holder | $6,032 | $5,589+7.9% | $13,411-55.0% | $4,887+23.4% |