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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 | $65,743 | $127,386-48.4% | $115,037-42.9% | $125,388-47.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.20% | 31.28%-34.5pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $11,264 | $5,166+118.0% | $4,608+144.4% | $4,866+131.5% |
| Participant deferral / active EE | $5,231 | $6,423-18.6% | $6,026-13.2% | $5,352-2.3% |
| Admin fee / account holder | $4,296 | $9,516-54.9% | $8,175-47.5% | $9,541-55.0% |