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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 | $104,414 | $75,962+37.5% | $154,108-32.2% | $64,173+62.7% |
| Participation rate | 97.6% | 70.4%+27.2pp | 83.0%+14.6pp | 69.6%+28.0pp |
| Annual return | -6.16% | 30.32%-36.5pp | 735.21%-741.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,289 | $3,350-1.8% | $5,298-37.9% | $2,381+38.1% |
| Participant deferral / active EE | $6,096 | $3,175+92.0% | $5,081+20.0% | $3,470+75.7% |
| Admin fee / account holder | $2,376 | $5,589-57.5% | $13,411-82.3% | $4,887-51.4% |