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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 | $111,433 | $75,962+46.7% | $154,108-27.7% | $64,173+73.6% |
| Participation rate | 89.2% | 70.4%+18.8pp | 83.0%+6.2pp | 69.6%+19.7pp |
| Annual return | -4.13% | 30.32%-34.4pp | 735.21%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $7,616 | $3,350+127.4% | $5,298+43.8% | $2,381+219.9% |
| Participant deferral / active EE | $4,028 | $3,175+26.9% | $5,081-20.7% | $3,470+16.1% |
| Admin fee / account holder | $2,110 | $5,589-62.2% | $13,411-84.3% | $4,887-56.8% |