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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 | $61,424 | $72,177-14.9% | $115,037-46.6% | $59,633+3.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.45% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $8,841 | $2,841+211.2% | $4,608+91.9% | $2,203+301.4% |
| Participant deferral / active EE | $6,043 | $4,783+26.3% | $6,026+0.3% | $3,192+89.3% |
| Admin fee / account holder | $1,369 | $4,927-72.2% | $8,175-83.2% | $4,297-68.1% |