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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 | $74,353 | $75,962-2.1% | $154,111-51.8% | $64,173+15.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.00% | 30.32%-36.3pp | 735.18%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $6,746 | $3,350+101.4% | $5,298+27.3% | $2,381+183.3% |
| Participant deferral / active EE | $4,726 | $3,175+48.9% | $5,081-7.0% | $3,470+36.2% |
| Admin fee / account holder | $3,844 | $5,589-31.2% | $13,411-71.3% | $4,887-21.4% |