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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 | $144,260 | $75,959+89.9% | $154,114-6.4% | $64,181+124.8% |
| Participation rate | 82.1% | 70.4%+11.6pp | 83.0%-1.0pp | 69.6%+12.5pp |
| Annual return | -6.81% | 30.32%-37.1pp | 735.16%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,284 | $3,350-61.7% | $5,298-75.8% | $2,381-46.1% |
| Participant deferral / active EE | $5,665 | $3,175+78.4% | $5,081+11.5% | $3,470+63.3% |
| Admin fee / account holder | $4,758 | $5,589-14.9% | $13,411-64.5% | $4,887-2.6% |