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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 | $67,727 | $75,962-10.8% | $154,108-56.1% | $64,173+5.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.73% | 30.32%-37.0pp | 735.21%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,404 | $3,350-28.2% | $5,298-54.6% | $2,381+1.0% |
| Participant deferral / active EE | $4,875 | $3,175+53.5% | $5,081-4.1% | $3,470+40.5% |
| Admin fee / account holder | $432 | $5,589-92.3% | $13,411-96.8% | $4,887-91.2% |