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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 | $67,056 | $86,701-22.7% | $73,309-8.5% | $125,389-46.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.89% | 2.78%-5.7pp | 5.67%-8.6pp | 282.24%-285.1pp |
| Employer contribution / active EE | $13,561 | $4,152+226.6% | $3,237+318.9% | $4,866+178.7% |
| Participant deferral / active EE | $6,581 | $5,549+18.6% | $4,991+31.9% | $5,352+23.0% |
| Admin fee / account holder | $4,839 | $7,768-37.7% | $5,635-14.1% | $9,541-49.3% |