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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 | $77,638 | $73,102+6.2% | $123,553-37.2% | $56,289+37.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.57% | 3.01%-7.6pp | 119.21%-123.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,739 | $2,977-8.0% | $4,628-40.8% | $2,111+29.7% |
| Participant deferral / active EE | $6,743 | $5,423+24.3% | $6,426+4.9% | $3,350+101.3% |
| Admin fee / account holder | $3,464 | $554+525.6% | $9,284-62.7% | $521+565.0% |