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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 | $80,932 | $75,962+6.5% | $154,111-47.5% | $64,173+26.1% |
| Participation rate | 82.1% | 70.4%+11.6pp | 83.0%-1.0pp | 69.6%+12.5pp |
| Annual return | -6.47% | 30.32%-36.8pp | 735.18%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,197 | $3,350+85.0% | $5,298+17.0% | $2,381+160.3% |
| Participant deferral / active EE | $2,450 | $3,175-22.8% | $5,081-51.8% | $3,470-29.4% |
| Admin fee / account holder | $2,574 | $5,589-53.9% | $13,411-80.8% | $4,887-47.3% |