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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 | $43,090 | $127,387-66.2% | $115,038-62.5% | $125,389-65.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.72% | 31.28%-33.0pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,645 | $5,166-48.8% | $4,608-42.6% | $4,866-45.6% |
| Participant deferral / active EE | $5,483 | $6,423-14.6% | $6,026-9.0% | $5,352+2.5% |
| Admin fee / account holder | $7,437 | $9,516-21.9% | $8,175-9.0% | $9,541-22.1% |