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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 | $100,873 | $75,962+32.8% | $154,108-34.5% | $64,173+57.2% |
| Participation rate | 97.6% | 70.4%+27.2pp | 83.0%+14.6pp | 69.6%+28.0pp |
| Annual return | -7.76% | 30.32%-38.1pp | 735.21%-743.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $6,772 | $3,350+102.1% | $5,298+27.8% | $2,381+184.4% |
| Participant deferral / active EE | $6,058 | $3,175+90.8% | $5,081+19.2% | $3,470+74.6% |
| Admin fee / account holder | $1,401 | $5,589-74.9% | $13,411-89.6% | $4,887-71.3% |