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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 | $134,679 | $75,962+77.3% | $154,108-12.6% | $64,173+109.9% |
| Participation rate | 84.4% | 70.4%+14.0pp | 83.0%+1.3pp | 69.6%+14.8pp |
| Annual return | -6.52% | 30.32%-36.8pp | 735.21%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,496 | $3,350+4.4% | $5,298-34.0% | $2,381+46.8% |
| Participant deferral / active EE | $5,023 | $3,175+58.2% | $5,081-1.1% | $3,470+44.8% |
| Admin fee / account holder | $1,015 | $5,589-81.8% | $13,411-92.4% | $4,887-79.2% |