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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 | $113,840 | $75,962+49.9% | $154,108-26.1% | $64,173+77.4% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -6.38% | 30.32%-36.7pp | 735.21%-741.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,509 | $3,350+4.7% | $5,298-33.8% | $2,381+47.4% |
| Participant deferral / active EE | $8,002 | $3,175+152.0% | $5,081+57.5% | $3,470+130.6% |
| Admin fee / account holder | $1,783 | $5,589-68.1% | $13,411-86.7% | $4,887-63.5% |