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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 | $133,152 | $72,404+83.9% | $110,243+20.8% | $64,173+107.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.23% | -6.29%+0.1pp | 314.76%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,772 | $2,282+109.1% | $3,827+24.7% | $2,381+100.4% |
| Participant deferral / active EE | $6,344 | $3,469+82.9% | $4,672+35.8% | $3,470+82.8% |
| Admin fee / account holder | $1,532 | $5,664-73.0% | $8,548-82.1% | $4,887-68.7% |