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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 | $30,658 | $97,881-68.7% | $80,004-61.7% | $125,389-75.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -2.62% | 9.36%-12.0pp | 7.63%-10.3pp | 282.24%-284.9pp |
| Employer contribution / active EE | $9,716 | $3,128+210.6% | $2,473+292.9% | $4,866+99.7% |
| Participant deferral / active EE | $10,030 | $3,744+167.9% | $3,204+213.1% | $5,352+87.4% |
| Admin fee / account holder | $6,152 | $6,278-2.0% | $5,033+22.2% | $9,541-35.5% |