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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 | $118,267 | $104,106+13.6% | $71,086+66.4% | $135,382-12.6% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -6.57% | 1256.30%-1262.9pp | 650.59%-657.2pp | 519.77%-526.3pp |
| Employer contribution / active EE | $1,355 | $1,485-8.7% | $1,088+24.6% | $4,779-71.6% |
| Participant deferral / active EE | $3,714 | $2,527+47.0% | $1,874+98.1% | $5,609-33.8% |
| Admin fee / account holder | $5,097 | $4,142+23.1% | $3,082+65.4% | $10,829-52.9% |