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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 | $67,100 | $75,962-11.7% | $154,108-56.5% | $64,173+4.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.55% | 30.32%-35.9pp | 735.21%-740.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,370 | $3,350+0.6% | $5,298-36.4% | $2,381+41.5% |
| Participant deferral / active EE | $3,638 | $3,175+14.6% | $5,081-28.4% | $3,470+4.8% |
| Admin fee / account holder | $2,625 | $5,589-53.0% | $13,411-80.4% | $4,887-46.3% |