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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 | $60,980 | $64,307-5.2% | $57,349+6.3% | $125,388-51.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.89% | 25.14%-26.0pp | 24.40%-25.3pp | 282.24%-283.1pp |
| Employer contribution / active EE | $6,342 | $3,193+98.6% | $2,689+135.9% | $4,866+30.3% |
| Participant deferral / active EE | $3,278 | $3,847-14.8% | $3,162+3.7% | $5,352-38.7% |
| Admin fee / account holder | $789 | $5,242-85.0% | $3,356-76.5% | $9,541-91.7% |