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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 | $68,780 | $106,905-35.7% | $84,020-18.1% | $152,885-55.0% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.5%+11.3pp |
| Annual return | 10.34% | 105.00%-94.7pp | 71.31%-61.0pp | 345.39%-335.1pp |
| Employer contribution / active EE | $6,728 | $2,735+146.0% | $1,984+239.2% | $4,763+41.2% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,983 | $8,287-27.8% | $6,101-1.9% | $11,598-48.4% |