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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 | $58,663 | $57,352+2.3% | $83,831-30.0% | $64,173-8.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.10% | 11.38%-19.5pp | 850.99%-859.1pp | 7.63%-15.7pp |
| Employer contribution / active EE | $7,571 | $2,546+197.4% | $3,631+108.5% | $2,381+218.0% |
| Participant deferral / active EE | $5,920 | $2,993+97.8% | $4,082+45.0% | $3,470+70.6% |
| Admin fee / account holder | $758 | $4,046-81.3% | $5,479-86.2% | $4,887-84.5% |