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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 | $70,514 | $87,546-19.5% | $75,784-7.0% | $125,389-43.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.20% | 13.49%-13.7pp | 9.68%-9.9pp | 282.24%-282.4pp |
| Employer contribution / active EE | $8,111 | $3,930+106.4% | $3,323+144.1% | $4,866+66.7% |
| Participant deferral / active EE | $3,992 | $4,230-5.6% | $3,652+9.3% | $5,352-25.4% |
| Admin fee / account holder | $2,012 | $6,503-69.1% | $5,300-62.0% | $9,541-78.9% |