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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 | $115,125 | $75,962+51.6% | $154,108-25.3% | $64,173+79.4% |
| Participation rate | 84.6% | 70.4%+14.2pp | 83.0%+1.6pp | 69.6%+15.0pp |
| Annual return | -6.10% | 30.32%-36.4pp | 735.21%-741.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,689 | $3,350-19.7% | $5,298-49.2% | $2,381+12.9% |
| Participant deferral / active EE | $6,554 | $3,175+106.4% | $5,081+29.0% | $3,470+88.9% |
| Admin fee / account holder | $10,706 | $5,589+91.6% | $13,411-20.2% | $4,887+119.1% |