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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 | $77,272 | $72,404+6.7% | $110,243-29.9% | $64,173+20.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.19% | -6.29%-0.9pp | 314.76%-322.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,417 | $2,282+5.9% | $3,827-36.8% | $2,381+1.5% |
| Participant deferral / active EE | $2,373 | $3,469-31.6% | $4,672-49.2% | $3,470-31.6% |
| Admin fee / account holder | $7,149 | $5,664+26.2% | $8,548-16.4% | $4,887+46.3% |