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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 | $60,468 | $72,404-16.5% | $110,243-45.2% | $64,173-5.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.02% | -6.29%+2.3pp | 314.76%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,245 | $2,282+42.2% | $3,827-15.2% | $2,381+36.3% |
| Participant deferral / active EE | $6,971 | $3,469+100.9% | $4,672+49.2% | $3,470+100.9% |
| Admin fee / account holder | $2,416 | $5,664-57.4% | $8,548-71.7% | $4,887-50.6% |