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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 | $111,465 | $76,000+46.7% | $154,111-27.7% | $64,186+73.7% |
| Participation rate | 91.8% | 70.4%+21.4pp | 83.0%+8.7pp | 69.6%+22.2pp |
| Annual return | -5.56% | 30.32%-35.9pp | 735.15%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $6,132 | $3,351+83.0% | $5,298+15.7% | $2,381+157.5% |
| Participant deferral / active EE | $3,354 | $3,175+5.6% | $5,081-34.0% | $3,470-3.3% |
| Admin fee / account holder | $3,995 | $5,596-28.6% | $13,411-70.2% | $4,888-18.3% |