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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 | $63,351 | $140,578-54.9% | $100,671-37.1% | $125,389-49.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.68% | 24.67%-25.4pp | 20.43%-21.1pp | 282.24%-282.9pp |
| Employer contribution / active EE | $7,256 | $5,965+21.6% | $4,012+80.9% | $4,866+49.1% |
| Participant deferral / active EE | $3,271 | $3,981-17.8% | $3,144+4.0% | $5,352-38.9% |
| Admin fee / account holder | $13,383 | $6,716+99.3% | $4,850+175.9% | $9,541+40.3% |