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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 | $71,590 | $82,674-13.4% | $125,381-42.9% | $68,486+4.5% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | 11.24% | -5.97%+17.2pp | 572.31%-561.1pp | -7.85%+19.1pp |
| Employer contribution / active EE | $8,697 | $3,382+157.2% | $4,815+80.6% | $2,597+234.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,332 | $6,277-46.9% | $10,007-66.7% | $5,404-38.3% |