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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 | $83,716 | $75,962+10.2% | $154,111-45.7% | $64,173+30.5% |
| Participation rate | 90.9% | 70.4%+20.5pp | 83.0%+7.9pp | 69.6%+21.3pp |
| Annual return | -4.98% | 30.32%-35.3pp | 735.18%-740.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $6,077 | $3,350+81.4% | $5,298+14.7% | $2,381+155.2% |
| Participant deferral / active EE | $2,734 | $3,175-13.9% | $5,081-46.2% | $3,470-21.2% |
| Admin fee / account holder | $6,499 | $5,589+16.3% | $13,411-51.5% | $4,887+33.0% |