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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 | $68,038 | $75,962-10.4% | $154,111-55.9% | $64,173+6.0% |
| Participation rate | 80.6% | 70.4%+10.1pp | 83.0%-2.5pp | 69.6%+11.0pp |
| Annual return | -4.07% | 30.32%-34.4pp | 735.18%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,997 | $3,350-40.4% | $5,298-62.3% | $2,381-16.1% |
| Participant deferral / active EE | $5,681 | $3,175+78.9% | $5,081+11.8% | $3,470+63.7% |
| Admin fee / account holder | $8,854 | $5,589+58.4% | $13,411-34.0% | $4,887+81.2% |