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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 | $116,975 | $75,962+54.0% | $154,108-24.1% | $64,173+82.3% |
| Participation rate | 94.6% | 70.4%+24.2pp | 83.0%+11.6pp | 69.6%+25.1pp |
| Annual return | -5.34% | 30.32%-35.7pp | 735.21%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,394 | $3,350-28.5% | $5,298-54.8% | $2,381+0.6% |
| Participant deferral / active EE | $6,215 | $3,175+95.8% | $5,081+22.3% | $3,470+79.1% |
| Admin fee / account holder | $5,454 | $5,589-2.4% | $13,411-59.3% | $4,887+11.6% |