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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 | $71,731 | $75,962-5.6% | $154,111-53.5% | $64,173+11.8% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -6.13% | 30.32%-36.4pp | 735.18%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $4,470 | $3,350+33.4% | $5,298-15.6% | $2,381+87.7% |
| Participant deferral / active EE | $3,558 | $3,175+12.1% | $5,081-30.0% | $3,470+2.5% |
| Admin fee / account holder | $10,666 | $5,589+90.8% | $13,411-20.5% | $4,887+118.2% |