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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 | $129,624 | $75,962+70.6% | $154,111-15.9% | $64,173+102.0% |
| Participation rate | 74.4% | 70.4%+4.0pp | 83.0%-8.6pp | 69.6%+4.8pp |
| Annual return | -5.48% | 30.32%-35.8pp | 735.18%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,098 | $3,350-37.4% | $5,298-60.4% | $2,381-11.9% |
| Participant deferral / active EE | $4,083 | $3,175+28.6% | $5,081-19.6% | $3,470+17.7% |
| Admin fee / account holder | $18,321 | $5,589+227.8% | $13,411+36.6% | $4,887+274.9% |