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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 | $44,851 | $211,946-78.8% | $169,452-73.5% | $135,379-66.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.56% | 3.26%-6.8pp | 1.83%-5.4pp | 519.79%-523.3pp |
| Employer contribution / active EE | $1,037 | $5,117-79.7% | $4,157-75.1% | $4,779-78.3% |
| Participant deferral / active EE | $6,142 | $6,075+1.1% | $5,277+16.4% | $5,609+9.5% |
| Admin fee / account holder | $10,135 | $11,472-11.7% | $9,110+11.3% | $10,828-6.4% |