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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 | $79,091 | $75,962+4.1% | $154,108-48.7% | $64,173+23.2% |
| Participation rate | 95.5% | 70.4%+25.1pp | 83.0%+12.5pp | 69.6%+26.0pp |
| Annual return | -3.59% | 30.32%-33.9pp | 735.21%-738.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,833 | $3,350-15.4% | $5,298-46.5% | $2,381+19.0% |
| Participant deferral / active EE | $6,810 | $3,175+114.5% | $5,081+34.0% | $3,470+96.3% |
| Admin fee / account holder | $10,395 | $5,589+86.0% | $13,411-22.5% | $4,887+112.7% |