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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 | $151,651 | $75,962+99.6% | $154,111-1.6% | $64,173+136.3% |
| Participation rate | 77.3% | 70.4%+6.9pp | 83.0%-5.8pp | 69.6%+7.7pp |
| Annual return | -4.06% | 30.32%-34.4pp | 735.18%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,055 | $3,350-38.7% | $5,298-61.2% | $2,381-13.7% |
| Participant deferral / active EE | $3,834 | $3,175+20.8% | $5,081-24.5% | $3,470+10.5% |
| Admin fee / account holder | $2,898 | $5,589-48.2% | $13,411-78.4% | $4,887-40.7% |