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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 | $83,786 | $75,962+10.3% | $154,108-45.6% | $64,173+30.6% |
| Participation rate | 75.3% | 70.4%+4.9pp | 83.0%-7.7pp | 69.6%+5.8pp |
| Annual return | -5.38% | 30.32%-35.7pp | 735.21%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $7,410 | $3,350+121.2% | $5,298+39.9% | $2,381+211.3% |
| Participant deferral / active EE | $4,645 | $3,175+46.3% | $5,081-8.6% | $3,470+33.9% |
| Admin fee / account holder | $2,588 | $5,589-53.7% | $13,411-80.7% | $4,887-47.1% |