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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 | $134,065 | $75,962+76.5% | $154,108-13.0% | $64,173+108.9% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.3pp | 69.6%+24.8pp |
| Annual return | -4.40% | 30.32%-34.7pp | 735.21%-739.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,250 | $3,350+26.9% | $5,298-19.8% | $2,381+78.5% |
| Participant deferral / active EE | $4,343 | $3,175+36.8% | $5,081-14.5% | $3,470+25.2% |
| Admin fee / account holder | $1,504 | $5,589-73.1% | $13,411-88.8% | $4,887-69.2% |