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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 | $51,619 | $158,852-67.5% | $121,220-57.4% | $135,380-61.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.68% | -0.64%-6.0pp | 16.94%-23.6pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,874 | $5,666-49.3% | $4,023-28.5% | $4,779-39.9% |
| Participant deferral / active EE | $4,635 | $4,006+15.7% | $3,345+38.5% | $5,609-17.4% |
| Admin fee / account holder | $7,181 | $6,515+10.2% | $5,021+43.0% | $10,828-33.7% |