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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 | $128,363 | $75,962+69.0% | $154,108-16.7% | $64,173+100.0% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | -3.85% | 30.32%-34.2pp | 735.21%-739.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,971 | $3,350+18.5% | $5,298-25.0% | $2,381+66.8% |
| Participant deferral / active EE | $4,636 | $3,175+46.0% | $5,081-8.8% | $3,470+33.6% |
| Admin fee / account holder | $1,218 | $5,589-78.2% | $13,411-90.9% | $4,887-75.1% |