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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 | $59,865 | $65,704-8.9% | $94,229-36.5% | $59,633+0.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.51% | 5.22%-6.7pp | 10.68%-12.2pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $3,311 | $2,021+63.9% | $3,587-7.7% | $2,203+50.3% |
| Participant deferral / active EE | $2,897 | $3,143-7.8% | $4,320-32.9% | $3,192-9.2% |
| Admin fee / account holder | $7,062 | $4,265+65.6% | $6,269+12.6% | $4,297+64.4% |