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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 | $76,820 | $73,102+5.1% | $123,553-37.8% | $56,289+36.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.35% | 3.01%-7.4pp | 119.21%-123.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $6,449 | $2,977+116.6% | $4,628+39.3% | $2,111+205.5% |
| Participant deferral / active EE | $5,508 | $5,423+1.6% | $6,426-14.3% | $3,350+64.4% |
| Admin fee / account holder | $12,890 | $554+2227.9% | $9,284+38.8% | $521+2374.3% |