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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 | $25,030 | $127,386-80.4% | $115,037-78.2% | $125,388-80.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.24% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $4,484 | $5,166-13.2% | $4,608-2.7% | $4,866-7.9% |
| Participant deferral / active EE | $6,266 | $6,423-2.4% | $6,026+4.0% | $5,352+17.1% |
| Admin fee / account holder | $1,553 | $9,516-83.7% | $8,175-81.0% | $9,541-83.7% |