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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 | $76,331 | $75,962+0.5% | $154,108-50.5% | $64,173+18.9% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | -4.65% | 30.32%-35.0pp | 735.21%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $6,267 | $3,350+87.1% | $5,298+18.3% | $2,381+163.2% |
| Participant deferral / active EE | $4,491 | $3,175+41.4% | $5,081-11.6% | $3,470+29.4% |
| Admin fee / account holder | $2,406 | $5,589-56.9% | $13,411-82.1% | $4,887-50.8% |