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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 | $100,800 | $75,962+32.7% | $154,108-34.6% | $64,173+57.1% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | -3.89% | 30.32%-34.2pp | 735.21%-739.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,069 | $3,350-38.2% | $5,298-60.9% | $2,381-13.1% |
| Participant deferral / active EE | $4,256 | $3,175+34.1% | $5,081-16.2% | $3,470+22.7% |
| Admin fee / account holder | $6,742 | $5,589+20.6% | $13,411-49.7% | $4,887+38.0% |