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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 | $50,432 | $75,959-33.6% | $154,114-67.3% | $64,181-21.4% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -5.09% | 30.32%-35.4pp | 735.16%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $14,167 | $3,350+322.9% | $5,298+167.4% | $2,381+495.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,264 | $5,589-77.4% | $13,411-90.6% | $4,887-74.1% |