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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 | $81,577 | $127,096-35.8% | $105,736-22.8% | $135,380-39.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.98% | 4.49%-12.5pp | 6.27%-14.3pp | 519.81%-527.8pp |
| Employer contribution / active EE | $7,566 | $4,107+84.2% | $3,268+131.5% | $4,779+58.3% |
| Participant deferral / active EE | $2,922 | $5,064-42.3% | $4,080-28.4% | $5,609-47.9% |
| Admin fee / account holder | $6,136 | $9,087-32.5% | $6,913-11.2% | $10,828-43.3% |