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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 | $58,065 | $65,704-11.6% | $94,229-38.4% | $59,633-2.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.86% | 5.22%-7.1pp | 10.68%-12.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $5,642 | $2,021+179.2% | $3,587+57.3% | $2,203+156.1% |
| Participant deferral / active EE | $4,786 | $3,143+52.3% | $4,320+10.8% | $3,192+49.9% |
| Admin fee / account holder | $596 | $4,265-86.0% | $6,269-90.5% | $4,297-86.1% |