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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 | $70,721 | $95,188-25.7% | $76,518-7.6% | $135,379-47.8% |
| Participation rate | 88.9% | 74.4%+14.5pp | 68.0%+20.9pp | 82.6%+6.2pp |
| Annual return | 132.24% | 4.85%+127.4pp | -0.27%+132.5pp | 519.79%-387.5pp |
| Employer contribution / active EE | $3,774 | $3,303+14.3% | $2,647+42.6% | $4,779-21.0% |
| Participant deferral / active EE | $6,801 | $4,640+46.6% | $3,836+77.3% | $5,609+21.3% |
| Admin fee / account holder | $2,454 | $6,249-60.7% | $4,849-49.4% | $10,828-77.3% |