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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 | $74,407 | $72,404+2.8% | $110,243-32.5% | $64,173+15.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.06% | -6.29%+0.2pp | 314.76%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,257 | $2,282-1.1% | $3,827-41.0% | $2,381-5.2% |
| Participant deferral / active EE | $3,902 | $3,469+12.5% | $4,672-16.5% | $3,470+12.5% |
| Admin fee / account holder | $6,631 | $5,664+17.1% | $8,548-22.4% | $4,887+35.7% |