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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 | $97,635 | $72,404+34.8% | $110,241-11.4% | $64,181+52.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.40% | -6.29%-1.1pp | 314.75%-322.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $5,237 | $2,282+129.5% | $3,827+36.9% | $2,381+120.0% |
| Participant deferral / active EE | $4,638 | $3,469+33.7% | $4,672-0.7% | $3,470+33.7% |
| Admin fee / account holder | $1,929 | $5,664-65.9% | $8,548-77.4% | $4,887-60.5% |