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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 | $62,368 | $75,962-17.9% | $154,108-59.5% | $64,173-2.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.57% | 30.32%-37.9pp | 735.21%-742.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $6,714 | $3,350+100.4% | $5,298+26.7% | $2,381+182.0% |
| Participant deferral / active EE | $8,586 | $3,175+170.4% | $5,081+69.0% | $3,470+147.4% |
| Admin fee / account holder | $2,142 | $5,589-61.7% | $13,411-84.0% | $4,887-56.2% |