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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 | $80,739 | $75,959+6.3% | $154,114-47.6% | $64,181+25.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.55% | 30.32%-34.9pp | 735.16%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,867 | $3,350+15.4% | $5,298-27.0% | $2,381+62.4% |
| Participant deferral / active EE | $3,285 | $3,175+3.5% | $5,081-35.3% | $3,470-5.3% |
| Admin fee / account holder | $2,627 | $5,589-53.0% | $13,411-80.4% | $4,887-46.2% |