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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 | $110,736 | $75,962+45.8% | $154,108-28.1% | $64,173+72.6% |
| Participation rate | 73.5% | 70.4%+3.1pp | 83.0%-9.5pp | 69.6%+4.0pp |
| Annual return | -6.50% | 30.32%-36.8pp | 735.21%-741.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $8,681 | $3,350+159.2% | $5,298+63.9% | $2,381+264.6% |
| Participant deferral / active EE | $3,841 | $3,175+21.0% | $5,081-24.4% | $3,470+10.7% |
| Admin fee / account holder | $10,614 | $5,589+89.9% | $13,411-20.9% | $4,887+117.2% |