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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 | $76,896 | $75,962+1.2% | $154,108-50.1% | $64,173+19.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.73% | 30.32%-34.0pp | 735.21%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,677 | $3,350-20.1% | $5,298-49.5% | $2,381+12.4% |
| Participant deferral / active EE | $4,536 | $3,175+42.9% | $5,081-10.7% | $3,470+30.7% |
| Admin fee / account holder | $1,952 | $5,589-65.1% | $13,411-85.4% | $4,887-60.1% |