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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 | $63,556 | $75,962-16.3% | $154,108-58.8% | $64,173-1.0% |
| Participation rate | 75.3% | 70.4%+4.9pp | 83.0%-7.7pp | 69.6%+5.8pp |
| Annual return | -5.45% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,716 | $3,350+40.8% | $5,298-11.0% | $2,381+98.1% |
| Participant deferral / active EE | $11,008 | $3,175+246.7% | $5,081+116.7% | $3,470+217.3% |
| Admin fee / account holder | $13,908 | $5,589+148.8% | $13,411+3.7% | $4,887+184.6% |