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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 | $58,631 | $72,177-18.8% | $115,038-49.0% | $59,633-1.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.73% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $7,044 | $2,841+147.9% | $4,608+52.9% | $2,203+219.8% |
| Participant deferral / active EE | $8,105 | $4,783+69.5% | $6,026+34.5% | $3,192+153.9% |
| Admin fee / account holder | $3,787 | $4,927-23.1% | $8,175-53.7% | $4,297-11.9% |