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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 | $65,464 | $75,962-13.8% | $154,108-57.5% | $64,173+2.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.60% | 30.32%-36.9pp | 735.21%-741.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $5,849 | $3,350+74.6% | $5,298+10.4% | $2,381+145.7% |
| Participant deferral / active EE | $3,944 | $3,175+24.2% | $5,081-22.4% | $3,470+13.7% |
| Admin fee / account holder | $6,359 | $5,589+13.8% | $13,411-52.6% | $4,887+30.1% |