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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 | $111,723 | $167,353-33.2% | $143,797-22.3% | $134,545-17.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.64% | 0.48%-4.1pp | -0.04%-3.6pp | 418.37%-422.0pp |
| Employer contribution / active EE | $4,464 | $5,620-20.6% | $4,952-9.9% | $4,742-5.9% |
| Participant deferral / active EE | $10,982 | $6,447+70.3% | $5,638+94.8% | $6,401+71.6% |
| Admin fee / account holder | $9,467 | $18,096-47.7% | $14,679-35.5% | $11,431-17.2% |