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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 | $133,584 | $72,404+84.5% | $110,241+21.2% | $64,181+108.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.05% | -6.29%+0.2pp | 314.75%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,344 | $2,282+46.6% | $3,827-12.6% | $2,381+40.5% |
| Participant deferral / active EE | $4,102 | $3,469+18.2% | $4,672-12.2% | $3,470+18.2% |
| Admin fee / account holder | $2,463 | $5,664-56.5% | $8,548-71.2% | $4,887-49.6% |