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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 | $83,557 | $97,881-14.6% | $80,004+4.4% | $125,388-33.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.78% | 9.36%-10.1pp | 7.63%-8.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $13,797 | $3,128+341.2% | $2,473+458.0% | $4,866+183.5% |
| Participant deferral / active EE | $6,237 | $3,744+66.6% | $3,204+94.7% | $5,352+16.5% |
| Admin fee / account holder | $388 | $6,278-93.8% | $5,033-92.3% | $9,541-95.9% |