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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 | $96,318 | $75,962+26.8% | $154,111-37.5% | $64,173+50.1% |
| Participation rate | 85.0% | 70.4%+14.6pp | 83.0%+2.0pp | 69.6%+15.4pp |
| Annual return | -7.51% | 30.32%-37.8pp | 735.18%-742.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $5,992 | $3,350+78.9% | $5,298+13.1% | $2,381+151.7% |
| Participant deferral / active EE | $6,283 | $3,175+97.9% | $5,081+23.7% | $3,470+81.1% |
| Admin fee / account holder | $726 | $5,589-87.0% | $13,411-94.6% | $4,887-85.1% |