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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 | $70,414 | $75,962-7.3% | $154,108-54.3% | $64,173+9.7% |
| Participation rate | 97.1% | 70.4%+26.7pp | 83.0%+14.1pp | 69.6%+27.6pp |
| Annual return | -4.89% | 30.32%-35.2pp | 735.21%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,844 | $3,350+14.8% | $5,298-27.4% | $2,381+61.5% |
| Participant deferral / active EE | $3,355 | $3,175+5.7% | $5,081-34.0% | $3,470-3.3% |
| Admin fee / account holder | $1,448 | $5,589-74.1% | $13,411-89.2% | $4,887-70.4% |