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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 | $66,297 | $75,962-12.7% | $154,108-57.0% | $64,173+3.3% |
| Participation rate | 96.6% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+27.0pp |
| Annual return | -7.80% | 30.32%-38.1pp | 735.21%-743.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $8,612 | $3,350+157.1% | $5,298+62.6% | $2,381+261.7% |
| Participant deferral / active EE | $7,591 | $3,175+139.1% | $5,081+49.4% | $3,470+118.8% |
| Admin fee / account holder | $1,099 | $5,589-80.3% | $13,411-91.8% | $4,887-77.5% |