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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 | $112,300 | $75,962+47.8% | $154,108-27.1% | $64,173+75.0% |
| Participation rate | 89.8% | 70.4%+19.4pp | 83.0%+6.8pp | 69.6%+20.3pp |
| Annual return | -6.24% | 30.32%-36.6pp | 735.21%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,969 | $3,350+18.5% | $5,298-25.1% | $2,381+66.7% |
| Participant deferral / active EE | $3,830 | $3,175+20.6% | $5,081-24.6% | $3,470+10.4% |
| Admin fee / account holder | $43,528 | $5,589+678.8% | $13,411+224.6% | $4,887+790.6% |