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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 | $70,651 | $49,177+43.7% | $79,476-11.1% | $64,181+10.1% |
| Participation rate | 96.6% | 65.0%+31.5pp | 73.3%+23.2pp | 69.6%+27.0pp |
| Annual return | -3.99% | -1.16%-2.8pp | 718.21%-722.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $6,684 | $2,076+221.9% | $2,800+138.7% | $2,381+180.7% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,863 | $3,839+104.8% | $5,113+53.8% | $4,887+60.9% |