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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 | $46,253 | $211,946-78.2% | $169,452-72.7% | $135,380-65.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.45% | 3.26%-10.7pp | 1.83%-9.3pp | 519.81%-527.3pp |
| Employer contribution / active EE | $8,113 | $5,117+58.6% | $4,157+95.2% | $4,779+69.8% |
| Participant deferral / active EE | $5,728 | $6,075-5.7% | $5,277+8.5% | $5,609+2.1% |
| Admin fee / account holder | $4,153 | $11,472-63.8% | $9,110-54.4% | $10,828-61.6% |