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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 | $60,486 | $75,962-20.4% | $154,108-60.8% | $64,173-5.7% |
| Participation rate | 92.0% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.4pp |
| Annual return | -6.51% | 30.32%-36.8pp | 735.21%-741.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $11,133 | $3,350+232.4% | $5,298+110.2% | $2,381+367.6% |
| Participant deferral / active EE | $5,873 | $3,175+85.0% | $5,081+15.6% | $3,470+69.3% |
| Admin fee / account holder | $1,669 | $5,589-70.1% | $13,411-87.6% | $4,887-65.8% |