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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 | $54,102 | $57,352-5.7% | $83,830-35.5% | $64,173-15.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.51% | 11.38%-17.9pp | 850.97%-857.5pp | 7.63%-14.1pp |
| Employer contribution / active EE | $8,860 | $2,546+248.1% | $3,631+144.0% | $2,381+272.1% |
| Participant deferral / active EE | $4,671 | $2,993+56.1% | $4,082+14.4% | $3,470+34.6% |
| Admin fee / account holder | $1,107 | $4,046-72.6% | $5,479-79.8% | $4,887-77.3% |