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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 | $69,434 | $75,962-8.6% | $154,108-54.9% | $64,173+8.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.11% | 30.32%-35.4pp | 735.21%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,222 | $3,350-33.7% | $5,298-58.1% | $2,381-6.7% |
| Participant deferral / active EE | $3,443 | $3,175+8.4% | $5,081-32.2% | $3,470-0.8% |
| Admin fee / account holder | $6,988 | $5,589+25.0% | $13,411-47.9% | $4,887+43.0% |