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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 | $59,737 | $49,177+21.5% | $79,467-24.8% | $64,173-6.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.58% | -1.16%-6.4pp | 718.30%-725.9pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,691 | $2,076+29.6% | $2,800-3.9% | $2,381+13.0% |
| Participant deferral / active EE | $7,048 | $2,821+149.8% | $3,704+90.3% | $3,470+103.1% |
| Admin fee / account holder | $1,032 | $3,839-73.1% | $5,104-79.8% | $4,887-78.9% |