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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 | $72,076 | $75,962-5.1% | $154,111-53.2% | $64,173+12.3% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -5.42% | 30.32%-35.7pp | 735.18%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $5,007 | $3,350+49.5% | $5,298-5.5% | $2,381+110.3% |
| Participant deferral / active EE | $2,481 | $3,175-21.8% | $5,081-51.2% | $3,470-28.5% |
| Admin fee / account holder | $2,389 | $5,589-57.3% | $13,411-82.2% | $4,887-51.1% |