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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 | $68,120 | $69,012-1.3% | $160,009-57.4% | $68,486-0.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -11.66% | -9.65%-2.0pp | 408.85%-420.5pp | -7.85%-3.8pp |
| Employer contribution / active EE | $5,101 | $2,212+130.6% | $4,225+20.7% | $2,597+96.5% |
| Participant deferral / active EE | $8,467 | $4,212+101.0% | $6,183+36.9% | $4,028+110.2% |
| Admin fee / account holder | $2,536 | $4,798-47.1% | $8,715-70.9% | $5,404-53.1% |