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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 | $69,309 | $75,962-8.8% | $154,111-55.0% | $64,173+8.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.10% | 30.32%-33.4pp | 735.18%-738.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $4,947 | $3,350+47.7% | $5,298-6.6% | $2,381+107.8% |
| Participant deferral / active EE | $4,097 | $3,175+29.1% | $5,081-19.4% | $3,470+18.1% |
| Admin fee / account holder | $621 | $5,589-88.9% | $13,411-95.4% | $4,887-87.3% |