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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 | $66,828 | $75,962-12.0% | $154,108-56.6% | $64,173+4.1% |
| Participation rate | 96.6% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+27.0pp |
| Annual return | -4.52% | 30.32%-34.8pp | 735.21%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,671 | $3,350-20.3% | $5,298-49.6% | $2,381+12.2% |
| Participant deferral / active EE | $878 | $3,175-72.3% | $5,081-82.7% | $3,470-74.7% |
| Admin fee / account holder | $23,037 | $5,589+312.2% | $13,411+71.8% | $4,887+371.4% |