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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 | $126,973 | $75,962+67.2% | $154,108-17.6% | $64,173+97.9% |
| Participation rate | 92.6% | 70.4%+22.2pp | 83.0%+9.6pp | 69.6%+23.0pp |
| Annual return | -6.59% | 30.32%-36.9pp | 735.21%-741.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,596 | $3,350-22.5% | $5,298-51.0% | $2,381+9.0% |
| Participant deferral / active EE | $5,296 | $3,175+66.8% | $5,081+4.2% | $3,470+52.6% |
| Admin fee / account holder | $3,816 | $5,589-31.7% | $13,411-71.5% | $4,887-21.9% |