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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 | $66,389 | $75,962-12.6% | $154,111-56.9% | $64,173+3.5% |
| Participation rate | 74.2% | 70.4%+3.8pp | 83.0%-8.8pp | 69.6%+4.6pp |
| Annual return | 0.23% | 30.32%-30.1pp | 735.18%-735.0pp | 7.63%-7.4pp |
| Employer contribution / active EE | $5,634 | $3,350+68.2% | $5,298+6.3% | $2,381+136.6% |
| Participant deferral / active EE | $12,612 | $3,175+297.3% | $5,081+148.2% | $3,470+263.5% |
| Admin fee / account holder | $55,604 | $5,589+894.9% | $13,411+314.6% | $4,887+1037.7% |