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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 | $63,111 | $42,383+48.9% | $76,518-17.5% | $64,173-1.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -6.05% | -16.54%+10.5pp | -0.27%-5.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,201 | $1,563+168.7% | $2,647+58.7% | $2,381+76.5% |
| Participant deferral / active EE | $2,043 | $2,566-20.4% | $3,836-46.7% | $3,470-41.1% |
| Admin fee / account holder | $4,978 | $3,198+55.7% | $4,849+2.7% | $4,887+1.9% |