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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 | $64,765 | $83,908-22.8% | $68,509-5.5% | $125,389-48.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.14% | 14.48%-14.6pp | 8.27%-8.4pp | 282.24%-282.4pp |
| Employer contribution / active EE | $12,824 | $3,031+323.1% | $2,278+463.0% | $4,866+163.5% |
| Participant deferral / active EE | $15,260 | $4,125+269.9% | $3,382+351.2% | $5,352+185.1% |
| Admin fee / account holder | $526 | $8,982-94.1% | $5,275-90.0% | $9,541-94.5% |