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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 | $60,649 | $72,404-16.2% | $110,243-45.0% | $64,173-5.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.70% | -6.29%-0.4pp | 314.76%-321.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $7,983 | $2,282+249.9% | $3,827+108.6% | $2,381+235.3% |
| Participant deferral / active EE | $8,033 | $3,469+131.5% | $4,672+71.9% | $3,470+131.5% |
| Admin fee / account holder | $605 | $5,664-89.3% | $8,548-92.9% | $4,887-87.6% |