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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 | $67,047 | $69,541-3.6% | $59,899+11.9% | $135,380-50.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.7%+11.0pp | 82.6%+3.1pp |
| Annual return | -6.35% | 7.95%-14.3pp | 3.46%-9.8pp | 519.81%-526.2pp |
| Employer contribution / active EE | $7,067 | $3,236+118.4% | $2,723+159.5% | $4,779+47.9% |
| Participant deferral / active EE | $8,248 | $4,206+96.1% | $3,402+142.4% | $5,609+47.0% |
| Admin fee / account holder | $623 | $5,737-89.1% | $3,592-82.6% | $10,828-94.2% |