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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 | $83,939 | $72,404+15.9% | $110,243-23.9% | $64,173+30.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.04% | -6.29%-0.8pp | 314.76%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,044 | $2,282-10.4% | $3,827-46.6% | $2,381-14.2% |
| Participant deferral / active EE | $5,519 | $3,469+59.1% | $4,672+18.1% | $3,470+59.1% |
| Admin fee / account holder | $8,641 | $5,664+52.5% | $8,548+1.1% | $4,887+76.8% |