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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 | $67,792 | $91,536-25.9% | $130,062-47.9% | $75,177-9.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.96% | -631.62%+645.6pp | -137.37%+151.3pp | 160.75%-146.8pp |
| Employer contribution / active EE | $2,419 | $2,845-15.0% | $4,322-44.0% | $2,671-9.5% |
| Participant deferral / active EE | $6,959 | $4,343+60.2% | $5,821+19.6% | $4,126+68.6% |
| Admin fee / account holder | $2,206 | $6,780-67.5% | $10,601-79.2% | $5,651-61.0% |