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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 | $108,891 | $75,962+43.4% | $154,108-29.3% | $64,173+69.7% |
| Participation rate | 72.4% | 70.4%+2.0pp | 83.0%-10.7pp | 69.6%+2.8pp |
| Annual return | -6.99% | 30.32%-37.3pp | 735.21%-742.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,555 | $3,350-23.7% | $5,298-51.8% | $2,381+7.3% |
| Participant deferral / active EE | $3,353 | $3,175+5.6% | $5,081-34.0% | $3,470-3.4% |
| Admin fee / account holder | $1,058 | $5,589-81.1% | $13,411-92.1% | $4,887-78.4% |