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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 | $82,603 | $75,962+8.7% | $154,108-46.4% | $64,173+28.7% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.5pp | 69.6%+24.0pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,168 | $3,350-5.4% | $5,298-40.2% | $2,381+33.1% |
| Participant deferral / active EE | $4,198 | $3,175+32.2% | $5,081-17.4% | $3,470+21.0% |
| Admin fee / account holder | $32,542 | $5,589+482.3% | $13,411+142.6% | $4,887+565.8% |