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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 | $100,469 | $49,177+104.3% | $79,466+26.4% | $64,173+56.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.26% | -1.16%-5.1pp | 718.28%-724.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,018 | $2,076+45.3% | $2,800+7.8% | $2,381+26.7% |
| Participant deferral / active EE | $5,501 | $2,821+95.0% | $3,704+48.5% | $3,470+58.5% |
| Admin fee / account holder | $3,261 | $3,839-15.1% | $5,104-36.1% | $4,887-33.3% |