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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 | $67,313 | $94,529-28.8% | $140,019-51.9% | $64,173+4.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.15% | 7.77%-14.9pp | 651.15%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,153 | $3,812-17.3% | $5,605-43.7% | $2,381+32.4% |
| Participant deferral / active EE | $2,942 | $5,250-44.0% | $6,927-57.5% | $3,470-15.2% |
| Admin fee / account holder | $2,624 | $6,741-61.1% | $10,705-75.5% | $4,887-46.3% |