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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 | $59,155 | $59,111+0.1% | $86,451-31.6% | $68,490-13.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.32% | -0.22%-18.1pp | 4398.51%-4416.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $2,925 | $2,519+16.1% | $3,770-22.4% | $2,597+12.6% |
| Participant deferral / active EE | $6,722 | $5,900+13.9% | $6,953-3.3% | $4,028+66.9% |
| Admin fee / account holder | $2,071 | $5,640-63.3% | $6,734-69.2% | $5,403-61.7% |