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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 | $126,060 | $75,962+66.0% | $154,108-18.2% | $64,173+96.4% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | -6.33% | 30.32%-36.7pp | 735.21%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $6,257 | $3,350+86.8% | $5,298+18.1% | $2,381+162.8% |
| Participant deferral / active EE | $4,631 | $3,175+45.9% | $5,081-8.9% | $3,470+33.5% |
| Admin fee / account holder | $5,269 | $5,589-5.7% | $13,411-60.7% | $4,887+7.8% |