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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 | $71,471 | $45,872+55.8% | $77,100-7.3% | $68,490+4.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.37% | 1.73%-19.1pp | 42.35%-59.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $5,715 | $1,650+246.5% | $2,815+103.0% | $2,597+120.1% |
| Participant deferral / active EE | $9,958 | $2,963+236.1% | $4,430+124.8% | $4,028+147.2% |
| Admin fee / account holder | $4,171 | $3,041+37.1% | $5,443-23.4% | $5,403-22.8% |