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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 | $62,165 | $57,352+8.4% | $83,831-25.8% | $64,173-3.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.68% | 11.38%-19.1pp | 850.99%-858.7pp | 7.63%-15.3pp |
| Employer contribution / active EE | $5,584 | $2,546+119.4% | $3,631+53.8% | $2,381+134.5% |
| Participant deferral / active EE | $1,645 | $2,993-45.0% | $4,082-59.7% | $3,470-52.6% |
| Admin fee / account holder | $792 | $4,046-80.4% | $5,479-85.5% | $4,887-83.8% |