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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 | $64,539 | $84,518-23.6% | $67,704-4.7% | $125,388-48.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.43% | 2.57%-3.0pp | 25.41%-25.8pp | 282.24%-282.7pp |
| Employer contribution / active EE | $3,976 | $3,292+20.8% | $2,559+55.3% | $4,866-18.3% |
| Participant deferral / active EE | $7,116 | $4,430+60.6% | $3,585+98.5% | $5,352+33.0% |
| Admin fee / account holder | $5,309 | $5,340-0.6% | $4,255+24.8% | $9,541-44.4% |