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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 | $57,051 | $49,177+16.0% | $79,476-28.2% | $64,181-11.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.16% | -1.16%-2.0pp | 718.21%-721.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $7,165 | $2,076+245.1% | $2,800+155.9% | $2,381+201.0% |
| Participant deferral / active EE | $2,264 | $2,821-19.8% | $3,704-38.9% | $3,470-34.7% |
| Admin fee / account holder | $4,804 | $3,839+25.1% | $5,113-6.1% | $4,887-1.7% |