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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 | $68,525 | $75,962-9.8% | $154,108-55.5% | $64,173+6.8% |
| Participation rate | 76.7% | 70.4%+6.3pp | 83.0%-6.4pp | 69.6%+7.1pp |
| Annual return | -5.51% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,301 | $3,350-1.5% | $5,298-37.7% | $2,381+38.7% |
| Participant deferral / active EE | $5,933 | $3,175+86.9% | $5,081+16.8% | $3,470+71.0% |
| Admin fee / account holder | $3,218 | $5,589-42.4% | $13,411-76.0% | $4,887-34.2% |