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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 | $78,943 | $82,674-4.5% | $125,381-37.0% | $68,486+15.3% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -5.21% | -5.97%+0.8pp | 572.31%-577.5pp | -7.85%+2.6pp |
| Employer contribution / active EE | $5,370 | $3,382+58.8% | $4,815+11.5% | $2,597+106.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,969 | $6,277-68.6% | $10,007-80.3% | $5,404-63.6% |