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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 | $83,018 | $75,962+9.3% | $154,111-46.1% | $64,173+29.4% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | -3.62% | 30.32%-33.9pp | 735.18%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $10,733 | $3,350+220.4% | $5,298+102.6% | $2,381+350.8% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,875 | $5,589+130.4% | $13,411-4.0% | $4,887+163.4% |