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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 | $70,979 | $59,813+18.7% | $79,580-10.8% | $68,486+3.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -7.52% | -12.30%+4.8pp | 0.15%-7.7pp | -7.85%+0.3pp |
| Employer contribution / active EE | $5,547 | $1,505+268.5% | $2,413+129.8% | $2,597+113.6% |
| Participant deferral / active EE | $6,015 | $3,024+98.9% | $3,985+50.9% | $4,028+49.3% |
| Admin fee / account holder | $6,006 | $4,835+24.2% | $6,835-12.1% | $5,404+11.1% |