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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 | $145,469 | $75,962+91.5% | $154,111-5.6% | $64,173+126.7% |
| Participation rate | 76.4% | 70.4%+6.0pp | 83.0%-6.6pp | 69.6%+6.8pp |
| Annual return | -7.08% | 30.32%-37.4pp | 735.18%-742.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,210 | $3,350-4.2% | $5,298-39.4% | $2,381+34.8% |
| Participant deferral / active EE | $1,968 | $3,175-38.0% | $5,081-61.3% | $3,470-43.3% |
| Admin fee / account holder | $1,276 | $5,589-77.2% | $13,411-90.5% | $4,887-73.9% |