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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 | $72,250 | $75,962-4.9% | $154,108-53.1% | $64,173+12.6% |
| Participation rate | 97.2% | 70.4%+26.8pp | 83.0%+14.2pp | 69.6%+27.7pp |
| Annual return | -7.57% | 30.32%-37.9pp | 735.21%-742.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $7,531 | $3,350+124.8% | $5,298+42.2% | $2,381+216.3% |
| Participant deferral / active EE | $7,063 | $3,175+122.5% | $5,081+39.0% | $3,470+103.6% |
| Admin fee / account holder | $1,069 | $5,589-80.9% | $13,411-92.0% | $4,887-78.1% |