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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 | $83,016 | $75,959+9.3% | $154,114-46.1% | $64,181+29.3% |
| Participation rate | 91.2% | 70.4%+20.8pp | 83.0%+8.1pp | 69.6%+21.6pp |
| Annual return | -5.07% | 30.32%-35.4pp | 735.16%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $5,648 | $3,350+68.6% | $5,298+6.6% | $2,381+137.2% |
| Participant deferral / active EE | $3,181 | $3,175+0.2% | $5,081-37.4% | $3,470-8.3% |
| Admin fee / account holder | $751 | $5,589-86.6% | $13,411-94.4% | $4,887-84.6% |