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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 | $68,883 | $75,962-9.3% | $154,108-55.3% | $64,173+7.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.89% | 30.32%-33.2pp | 735.21%-738.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $5,307 | $3,350+58.4% | $5,298+0.2% | $2,381+122.9% |
| Participant deferral / active EE | $3,867 | $3,175+21.8% | $5,081-23.9% | $3,470+11.4% |
| Admin fee / account holder | $2,654 | $5,589-52.5% | $13,411-80.2% | $4,887-45.7% |