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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 | $124,706 | $75,962+64.2% | $154,108-19.1% | $64,173+94.3% |
| Participation rate | 90.4% | 70.4%+20.0pp | 83.0%+7.3pp | 69.6%+20.8pp |
| Annual return | -4.92% | 30.32%-35.2pp | 735.21%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,476 | $3,350-26.1% | $5,298-53.3% | $2,381+4.0% |
| Participant deferral / active EE | $5,258 | $3,175+65.6% | $5,081+3.5% | $3,470+51.5% |
| Admin fee / account holder | $3,328 | $5,589-40.5% | $13,411-75.2% | $4,887-31.9% |