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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 | $77,431 | $140,578-44.9% | $100,671-23.1% | $125,389-38.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.82% | 24.67%-25.5pp | 20.43%-21.2pp | 282.24%-283.1pp |
| Employer contribution / active EE | $3,081 | $5,965-48.4% | $4,012-23.2% | $4,866-36.7% |
| Participant deferral / active EE | $7,202 | $3,981+80.9% | $3,144+129.1% | $5,352+34.6% |
| Admin fee / account holder | $46,500 | $6,716+592.3% | $4,850+858.8% | $9,541+387.4% |