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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 | $58,338 | $75,962-23.2% | $154,108-62.1% | $64,173-9.1% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -6.24% | 30.32%-36.6pp | 735.21%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,819 | $3,350+43.8% | $5,298-9.0% | $2,381+102.4% |
| Participant deferral / active EE | $4,534 | $3,175+42.8% | $5,081-10.8% | $3,470+30.7% |
| Admin fee / account holder | $15,365 | $5,589+174.9% | $13,411+14.6% | $4,887+214.4% |