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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 | $118,426 | $75,962+55.9% | $154,111-23.2% | $64,173+84.5% |
| Participation rate | 89.5% | 70.4%+19.1pp | 83.0%+6.4pp | 69.6%+19.9pp |
| Annual return | -6.25% | 30.32%-36.6pp | 735.18%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,865 | $3,350+15.4% | $5,298-27.0% | $2,381+62.3% |
| Participant deferral / active EE | $5,635 | $3,175+77.5% | $5,081+10.9% | $3,470+62.4% |
| Admin fee / account holder | $12,416 | $5,589+122.1% | $13,411-7.4% | $4,887+154.0% |