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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 | $69,417 | $75,962-8.6% | $154,108-55.0% | $64,173+8.2% |
| Participation rate | 95.2% | 70.4%+24.8pp | 83.0%+12.2pp | 69.6%+25.7pp |
| Annual return | -1.41% | 30.32%-31.7pp | 735.21%-736.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $5,109 | $3,350+52.5% | $5,298-3.6% | $2,381+114.6% |
| Participant deferral / active EE | $3,759 | $3,175+18.4% | $5,081-26.0% | $3,470+8.3% |
| Admin fee / account holder | $1,693 | $5,589-69.7% | $13,411-87.4% | $4,887-65.4% |