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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 | $119,914 | $104,116+15.2% | $71,089+68.7% | $135,380-11.4% |
| Participation rate | 70.0% | 65.7%+4.3pp | 54.6%+15.4pp | 82.6%-12.6pp |
| Annual return | -8.10% | 1256.51%-1264.6pp | 650.65%-658.8pp | 519.81%-527.9pp |
| Employer contribution / active EE | $1,858 | $1,485+25.2% | $1,088+70.9% | $4,779-61.1% |
| Participant deferral / active EE | $4,453 | $2,524+76.4% | $1,873+137.8% | $5,609-20.6% |
| Admin fee / account holder | $4,653 | $4,142+12.4% | $3,082+51.0% | $10,828-57.0% |