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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 | $76,523 | $92,219-17.0% | $76,767-0.3% | $135,380-43.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.59% | 5.46%-9.0pp | 2.43%-6.0pp | 519.81%-523.4pp |
| Employer contribution / active EE | $2,651 | $3,216-17.6% | $2,485+6.7% | $4,779-44.5% |
| Participant deferral / active EE | $13,221 | $4,508+193.3% | $3,852+243.3% | $5,609+135.7% |
| Admin fee / account holder | $20,749 | $10,749+93.0% | $6,675+210.8% | $10,828+91.6% |