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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 | $64,476 | $57,352+12.4% | $83,831-23.1% | $64,173+0.5% |
| Participation rate | 98.4% | 68.6%+29.8pp | 76.1%+22.3pp | 69.6%+28.8pp |
| Annual return | -4.46% | 11.38%-15.8pp | 850.99%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $7,663 | $2,546+201.0% | $3,631+111.0% | $2,381+221.9% |
| Participant deferral / active EE | $3,981 | $2,993+33.0% | $4,082-2.5% | $3,470+14.7% |
| Admin fee / account holder | $2,181 | $4,046-46.1% | $5,479-60.2% | $4,887-55.4% |