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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 | $75,720 | $75,962-0.3% | $154,111-50.9% | $64,173+18.0% |
| Participation rate | 88.1% | 70.4%+17.7pp | 83.0%+5.1pp | 69.6%+18.5pp |
| Annual return | -6.76% | 30.32%-37.1pp | 735.18%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $5,520 | $3,350+64.8% | $5,298+4.2% | $2,381+131.9% |
| Participant deferral / active EE | $4,245 | $3,175+33.7% | $5,081-16.4% | $3,470+22.3% |
| Admin fee / account holder | $1,745 | $5,589-68.8% | $13,411-87.0% | $4,887-64.3% |