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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 | $106,069 | $75,962+39.6% | $154,108-31.2% | $64,173+65.3% |
| Participation rate | 96.1% | 70.4%+25.7pp | 83.0%+13.0pp | 69.6%+26.5pp |
| Annual return | -5.88% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $5,141 | $3,350+53.5% | $5,298-3.0% | $2,381+115.9% |
| Participant deferral / active EE | $7,815 | $3,175+146.2% | $5,081+53.8% | $3,470+125.3% |
| Admin fee / account holder | $5,273 | $5,589-5.7% | $13,411-60.7% | $4,887+7.9% |