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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 | $62,670 | $57,350+9.3% | $83,850-25.3% | $64,181-2.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.50% | 11.38%-14.9pp | 850.92%-854.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,985 | $2,545+56.5% | $3,631+9.7% | $2,381+67.4% |
| Participant deferral / active EE | $3,163 | $2,993+5.7% | $4,082-22.5% | $3,470-8.8% |
| Admin fee / account holder | $1,525 | $4,046-62.3% | $5,478-72.2% | $4,887-68.8% |