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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 | $69,475 | $75,962-8.5% | $154,108-54.9% | $64,173+8.3% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.5pp | 69.6%+24.0pp |
| Annual return | -1.05% | 30.32%-31.4pp | 735.21%-736.3pp | 7.63%-8.7pp |
| Employer contribution / active EE | $1,727 | $3,350-48.4% | $5,298-67.4% | $2,381-27.5% |
| Participant deferral / active EE | $3,869 | $3,175+21.9% | $5,081-23.9% | $3,470+11.5% |
| Admin fee / account holder | $12,813 | $5,589+129.3% | $13,411-4.5% | $4,887+162.2% |