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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 | $103,291 | $106,115-2.7% | $85,969+20.2% | $125,388-17.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -0.89% | 13.93%-14.8pp | 9.32%-10.2pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,306 | $4,859+70.9% | $3,829+116.9% | $5,352+55.2% |
| Admin fee / account holder | $2,036 | $8,144-75.0% | $6,053-66.4% | $9,541-78.7% |