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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 | $38,932 | $158,852-75.5% | $121,220-67.9% | $135,380-71.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.49% | -0.64%-4.9pp | 16.94%-22.4pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,721 | $5,666-52.0% | $4,023-32.4% | $4,779-43.1% |
| Participant deferral / active EE | $7,253 | $4,006+81.1% | $3,345+116.8% | $5,609+29.3% |
| Admin fee / account holder | $4,875 | $6,515-25.2% | $5,021-2.9% | $10,828-55.0% |