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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 | $135,665 | $75,962+78.6% | $154,108-12.0% | $64,173+111.4% |
| Participation rate | 98.9% | 70.4%+28.5pp | 83.0%+15.9pp | 69.6%+29.3pp |
| Annual return | -5.16% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,835 | $3,350-45.2% | $5,298-65.4% | $2,381-22.9% |
| Participant deferral / active EE | $5,837 | $3,175+83.8% | $5,081+14.9% | $3,470+68.2% |
| Admin fee / account holder | $2,483 | $5,589-55.6% | $13,411-81.5% | $4,887-49.2% |