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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 | $73,768 | $57,352+28.6% | $83,830-12.0% | $64,173+15.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.86% | 11.38%-19.2pp | 850.97%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,970 | $2,546+56.0% | $3,631+9.3% | $2,381+66.8% |
| Participant deferral / active EE | $3,967 | $2,993+32.5% | $4,082-2.8% | $3,470+14.3% |
| Admin fee / account holder | $1,860 | $4,046-54.0% | $5,479-66.1% | $4,887-61.9% |