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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 | $63,436 | $72,404-12.4% | $110,241-42.5% | $64,181-1.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.74% | -6.29%+1.5pp | 314.75%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,189 | $2,282+83.6% | $3,827+9.5% | $2,381+75.9% |
| Participant deferral / active EE | $2,042 | $3,469-41.1% | $4,672-56.3% | $3,470-41.1% |
| Admin fee / account holder | $13,271 | $5,664+134.3% | $8,548+55.3% | $4,887+171.6% |