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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 | $72,975 | $49,177+48.4% | $79,466-8.2% | $64,173+13.7% |
| Participation rate | 98.9% | 65.0%+33.9pp | 73.3%+25.6pp | 69.6%+29.3pp |
| Annual return | -3.98% | -1.16%-2.8pp | 718.28%-722.3pp | 7.63%-11.6pp |
| Employer contribution / active EE | $5,688 | $2,076+173.9% | $2,800+103.1% | $2,381+138.9% |
| Participant deferral / active EE | $5,664 | $2,821+100.8% | $3,704+52.9% | $3,470+63.2% |
| Admin fee / account holder | $2,231 | $3,839-41.9% | $5,104-56.3% | $4,887-54.3% |