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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 | $107,017 | $75,959+40.9% | $154,114-30.6% | $64,181+66.7% |
| Participation rate | 76.2% | 70.4%+5.8pp | 83.0%-6.8pp | 69.6%+6.6pp |
| Annual return | -6.59% | 30.32%-36.9pp | 735.16%-741.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,995 | $3,350+49.1% | $5,298-5.7% | $2,381+109.8% |
| Participant deferral / active EE | $2,187 | $3,175-31.1% | $5,081-57.0% | $3,470-37.0% |
| Admin fee / account holder | $2,731 | $5,589-51.1% | $13,411-79.6% | $4,887-44.1% |