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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 | $68,054 | $49,177+38.4% | $79,467-14.4% | $64,173+6.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.45% | -1.16%-4.3pp | 718.30%-723.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,749 | $2,076+32.4% | $2,800-1.8% | $2,381+15.4% |
| Participant deferral / active EE | $2,741 | $2,821-2.9% | $3,704-26.0% | $3,470-21.0% |
| Admin fee / account holder | $1,534 | $3,839-60.0% | $5,104-69.9% | $4,887-68.6% |