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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 | $81,413 | $75,962+7.2% | $154,108-47.2% | $64,173+26.9% |
| Participation rate | 94.9% | 70.4%+24.5pp | 83.0%+11.8pp | 69.6%+25.3pp |
| Annual return | -6.66% | 30.32%-37.0pp | 735.21%-741.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,806 | $3,350-46.1% | $5,298-65.9% | $2,381-24.2% |
| Participant deferral / active EE | $3,478 | $3,175+9.5% | $5,081-31.5% | $3,470+0.2% |
| Admin fee / account holder | $601 | $5,589-89.2% | $13,411-95.5% | $4,887-87.7% |