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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 | $110,991 | $75,962+46.1% | $154,111-28.0% | $64,173+73.0% |
| Participation rate | 98.6% | 70.4%+28.2pp | 83.0%+15.5pp | 69.6%+29.0pp |
| Annual return | -4.33% | 30.32%-34.7pp | 735.18%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,682 | $3,350+9.9% | $5,298-30.5% | $2,381+54.6% |
| Participant deferral / active EE | $5,266 | $3,175+65.9% | $5,081+3.7% | $3,470+51.8% |
| Admin fee / account holder | $9,962 | $5,589+78.2% | $13,411-25.7% | $4,887+103.8% |