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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 | $104,269 | $75,962+37.3% | $154,108-32.3% | $64,173+62.5% |
| Participation rate | 97.3% | 70.4%+26.9pp | 83.0%+14.3pp | 69.6%+27.7pp |
| Annual return | -6.80% | 30.32%-37.1pp | 735.21%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,362 | $3,350+0.4% | $5,298-36.5% | $2,381+41.2% |
| Participant deferral / active EE | $4,468 | $3,175+40.8% | $5,081-12.1% | $3,470+28.8% |
| Admin fee / account holder | $1,033 | $5,589-81.5% | $13,411-92.3% | $4,887-78.9% |