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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 | $66,258 | $75,962-12.8% | $154,108-57.0% | $64,173+3.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.19% | 30.32%-37.5pp | 735.21%-742.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $5,536 | $3,350+65.3% | $5,298+4.5% | $2,381+132.5% |
| Participant deferral / active EE | $3,477 | $3,175+9.5% | $5,081-31.6% | $3,470+0.2% |
| Admin fee / account holder | $1,272 | $5,589-77.2% | $13,411-90.5% | $4,887-74.0% |