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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 | $146,420 | $75,959+92.8% | $154,114-5.0% | $64,181+128.1% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -7.43% | 30.32%-37.7pp | 735.16%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,008 | $3,350-10.2% | $5,298-43.2% | $2,381+26.3% |
| Participant deferral / active EE | $3,469 | $3,175+9.3% | $5,081-31.7% | $3,4700% |
| Admin fee / account holder | $923 | $5,589-83.5% | $13,411-93.1% | $4,887-81.1% |