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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 | $70,630 | $72,404-2.4% | $110,243-35.9% | $64,173+10.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.62% | -6.29%+2.7pp | 314.76%-318.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,848 | $2,282+24.8% | $3,827-25.6% | $2,381+19.6% |
| Participant deferral / active EE | $6,253 | $3,469+80.2% | $4,672+33.8% | $3,470+80.2% |
| Admin fee / account holder | $2,777 | $5,664-51.0% | $8,548-67.5% | $4,887-43.2% |