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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 | $66,491 | $72,404-8.2% | $110,243-39.7% | $64,173+3.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -1.73% | -6.29%+4.6pp | 314.76%-316.5pp | 7.63%-9.4pp |
| Employer contribution / active EE | $3,402 | $2,282+49.1% | $3,827-11.1% | $2,381+42.9% |
| Participant deferral / active EE | $4,619 | $3,469+33.1% | $4,672-1.1% | $3,470+33.1% |
| Admin fee / account holder | $1,068 | $5,664-81.1% | $8,548-87.5% | $4,887-78.1% |