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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 | $76,450 | $54,370+40.6% | $82,763-7.6% | $68,490+11.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.82% | -13.67%+0.9pp | 702.45%-715.3pp | -7.85%-5.0pp |
| Employer contribution / active EE | $6,569 | $2,219+196.0% | $3,008+118.4% | $2,597+153.0% |
| Participant deferral / active EE | $5,534 | $3,247+70.4% | $4,395+25.9% | $4,028+37.4% |
| Admin fee / account holder | $4,218 | $4,398-4.1% | $5,325-20.8% | $5,403-21.9% |