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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 | $67,109 | $45,872+46.3% | $77,096-13.0% | $68,486-2.0% |
| Participation rate | 97.9% | 55.9%+42.0pp | 67.9%+30.0pp | 67.9%+30.0pp |
| Annual return | -18.74% | 1.73%-20.5pp | 42.35%-61.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $7,283 | $1,650+341.5% | $2,814+158.8% | $2,597+180.5% |
| Participant deferral / active EE | $8,988 | $2,963+203.4% | $4,429+102.9% | $4,028+123.2% |
| Admin fee / account holder | $905 | $3,041-70.2% | $5,428-83.3% | $5,404-83.2% |