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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 | $73,230 | $75,962-3.6% | $154,108-52.5% | $64,173+14.1% |
| Participation rate | 87.5% | 70.4%+17.1pp | 83.0%+4.5pp | 69.6%+17.9pp |
| Annual return | -5.07% | 30.32%-35.4pp | 735.21%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,744 | $3,350-47.9% | $5,298-67.1% | $2,381-26.7% |
| Participant deferral / active EE | $3,526 | $3,175+11.1% | $5,081-30.6% | $3,470+1.6% |
| Admin fee / account holder | $6,470 | $5,589+15.8% | $13,411-51.8% | $4,887+32.4% |