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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 | $71,533 | $77,817-8.1% | $123,553-42.1% | $64,173+11.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -0.65% | 12.49%-13.1pp | 119.21%-119.9pp | 7.63%-8.3pp |
| Employer contribution / active EE | $6,599 | $3,014+118.9% | $4,628+42.6% | $2,381+177.2% |
| Participant deferral / active EE | $5,590 | $5,240+6.7% | $6,426-13.0% | $3,470+61.1% |
| Admin fee / account holder | $378 | $5,519-93.2% | $9,284-95.9% | $4,887-92.3% |