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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 | $104,941 | $75,962+38.2% | $154,111-31.9% | $64,173+63.5% |
| Participation rate | 95.3% | 70.4%+24.9pp | 83.0%+12.3pp | 69.6%+25.8pp |
| Annual return | -5.98% | 30.32%-36.3pp | 735.18%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,781 | $3,350-46.8% | $5,298-66.4% | $2,381-25.2% |
| Participant deferral / active EE | $5,835 | $3,175+83.8% | $5,081+14.9% | $3,470+68.2% |
| Admin fee / account holder | $2,216 | $5,589-60.4% | $13,411-83.5% | $4,887-54.7% |