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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 | $66,886 | $69,518-3.8% | $59,887+11.7% | $135,379-50.6% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -2.71% | 7.95%-10.7pp | 3.46%-6.2pp | 519.79%-522.5pp |
| Employer contribution / active EE | $5,861 | $3,235+81.2% | $2,722+115.3% | $4,779+22.7% |
| Participant deferral / active EE | $6,441 | $4,204+53.2% | $3,402+89.3% | $5,609+14.8% |
| Admin fee / account holder | $815 | $5,734-85.8% | $3,591-77.3% | $10,828-92.5% |