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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 | $103,076 | $75,962+35.7% | $154,111-33.1% | $64,173+60.6% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | -5.17% | 30.32%-35.5pp | 735.18%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,069 | $3,350+51.3% | $5,298-4.3% | $2,381+112.9% |
| Participant deferral / active EE | $3,373 | $3,175+6.2% | $5,081-33.6% | $3,470-2.8% |
| Admin fee / account holder | $11,241 | $5,589+101.1% | $13,411-16.2% | $4,887+130.0% |