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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 | $85,131 | $57,352+48.4% | $83,831+1.6% | $64,173+32.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.06% | 11.38%-17.4pp | 850.99%-857.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,321 | $2,546-8.8% | $3,631-36.1% | $2,381-2.5% |
| Participant deferral / active EE | $6,957 | $2,993+132.4% | $4,082+70.4% | $3,470+100.5% |
| Admin fee / account holder | $802 | $4,046-80.2% | $5,479-85.4% | $4,887-83.6% |