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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 | $148,639 | $75,962+95.7% | $154,108-3.5% | $64,173+131.6% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | -4.42% | 30.32%-34.7pp | 735.21%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,150 | $3,350-35.8% | $5,298-59.4% | $2,381-9.7% |
| Participant deferral / active EE | $1,593 | $3,175-49.8% | $5,081-68.7% | $3,470-54.1% |
| Admin fee / account holder | $993 | $5,589-82.2% | $13,411-92.6% | $4,887-79.7% |