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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 | $35,092 | $97,020-63.8% | $83,327-57.9% | $135,380-74.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.07% | 12.31%-18.4pp | 10.64%-16.7pp | 519.81%-525.9pp |
| Employer contribution / active EE | $4,510 | $4,144+8.9% | $3,379+33.5% | $4,779-5.6% |
| Participant deferral / active EE | $9,384 | $5,964+57.3% | $5,565+68.6% | $5,609+67.3% |
| Admin fee / account holder | $9,173 | $8,426+8.9% | $7,540+21.7% | $10,828-15.3% |