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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 | $67,453 | $45,872+47.0% | $77,096-12.5% | $68,486-1.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -14.42% | 1.73%-16.1pp | 42.35%-56.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $4,376 | $1,650+165.3% | $2,814+55.5% | $2,597+68.5% |
| Participant deferral / active EE | $8,718 | $2,963+194.3% | $4,429+96.8% | $4,028+116.5% |
| Admin fee / account holder | $7,021 | $3,041+130.9% | $5,428+29.3% | $5,404+29.9% |