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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 | $62,033 | $61,787+0.4% | $97,197-36.2% | $80,925-23.3% |
| Participation rate | 90.6% | 63.5%+27.1pp | 72.7%+17.9pp | 67.7%+23.0pp |
| Annual return | 10.58% | -558.16%+568.7pp | 75.47%-64.9pp | 35.65%-25.1pp |
| Employer contribution / active EE | $6,901 | $1,836+275.8% | $2,723+153.4% | $2,756+150.4% |
| Participant deferral / active EE | $2,282 | $3,027-24.6% | $4,263-46.5% | $4,299-46.9% |
| Admin fee / account holder | $475 | $5,170-90.8% | $5,637-91.6% | $6,940-93.2% |