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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 | $125,076 | $270,507-53.8% | $33,705+271.1% | $270,507-53.8% |
| Participation rate | 100.0% | 93.5%+6.5pp | 91.5%+8.5pp | 93.5%+6.5pp |
| Annual return | -3.48% | -4.71%+1.2pp | -1.51%-2.0pp | -4.71%+1.2pp |
| Employer contribution / active EE | $3,087 | $25,782-88.0% | $3,198-3.5% | $25,782-88.0% |
| Participant deferral / active EE | $3,753 | $5,950-36.9% | $2,369+58.4% | $5,950-36.9% |
| Admin fee / account holder | $2,881 | $10,647-72.9% | $728+295.8% | $10,647-72.9% |