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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 | $100,736 | $75,962+32.6% | $154,108-34.6% | $64,173+57.0% |
| Participation rate | 90.5% | 70.4%+20.1pp | 83.0%+7.4pp | 69.6%+20.9pp |
| Annual return | -6.49% | 30.32%-36.8pp | 735.21%-741.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,543 | $3,350+35.6% | $5,298-14.2% | $2,381+90.8% |
| Participant deferral / active EE | $3,653 | $3,175+15.1% | $5,081-28.1% | $3,470+5.3% |
| Admin fee / account holder | $1,832 | $5,589-67.2% | $13,411-86.3% | $4,887-62.5% |