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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 | $72,942 | $140,592-48.1% | $123,105-40.7% | $125,389-41.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.71% | 16.80%-17.5pp | 13.22%-13.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $11,316 | $6,041+87.3% | $5,151+119.7% | $4,866+132.5% |
| Participant deferral / active EE | $7,864 | $6,980+12.7% | $6,229+26.2% | $5,352+46.9% |
| Admin fee / account holder | $4,323 | $11,198-61.4% | $9,014-52.0% | $9,541-54.7% |