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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 | $40,058 | $158,852-74.8% | $121,220-67.0% | $135,380-70.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.80% | -0.64%-8.2pp | 16.94%-25.7pp | 519.81%-528.6pp |
| Employer contribution / active EE | $5,222 | $5,666-7.8% | $4,023+29.8% | $4,779+9.3% |
| Participant deferral / active EE | $1,480 | $4,006-63.0% | $3,345-55.8% | $5,609-73.6% |
| Admin fee / account holder | $4,656 | $6,515-28.5% | $5,021-7.3% | $10,828-57.0% |