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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 | $72,494 | $49,177+47.4% | $79,476-8.8% | $64,181+13.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.69% | -1.16%-5.5pp | 718.21%-724.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $5,494 | $2,076+164.6% | $2,800+96.2% | $2,381+130.8% |
| Participant deferral / active EE | $8,690 | $2,821+208.0% | $3,704+134.6% | $3,470+150.5% |
| Admin fee / account holder | $2,750 | $3,839-28.4% | $5,113-46.2% | $4,887-43.7% |