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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 | $70,709 | $72,404-2.3% | $110,243-35.9% | $64,173+10.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.37% | -6.29%-0.1pp | 314.76%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,464 | $2,282+139.5% | $3,827+42.8% | $2,381+129.5% |
| Participant deferral / active EE | $4,788 | $3,469+38.0% | $4,672+2.5% | $3,470+38.0% |
| Admin fee / account holder | $453 | $5,664-92.0% | $8,548-94.7% | $4,887-90.7% |