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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 | $80,050 | $72,404+10.6% | $110,243-27.4% | $64,173+24.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.94% | -6.29%+0.4pp | 314.76%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,742 | $2,282+20.2% | $3,827-28.4% | $2,381+15.1% |
| Participant deferral / active EE | $5,041 | $3,469+45.3% | $4,672+7.9% | $3,470+45.3% |
| Admin fee / account holder | $14,020 | $5,664+147.5% | $8,548+64.0% | $4,887+186.9% |