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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 | $58,125 | $49,177+18.2% | $79,467-26.9% | $64,173-9.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.57% | -1.16%-6.4pp | 718.30%-725.9pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,994 | $2,076+44.2% | $2,800+6.9% | $2,381+25.7% |
| Participant deferral / active EE | $5,472 | $2,821+93.9% | $3,704+47.7% | $3,470+57.7% |
| Admin fee / account holder | $3,649 | $3,839-4.9% | $5,104-28.5% | $4,887-25.3% |