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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 | $63,976 | $106,115-39.7% | $85,969-25.6% | $125,389-49.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.76% | 13.93%-15.7pp | 9.32%-11.1pp | 282.24%-284.0pp |
| Employer contribution / active EE | $3,511 | $4,537-22.6% | $3,474+1.1% | $4,866-27.8% |
| Participant deferral / active EE | $9,905 | $4,859+103.8% | $3,829+158.7% | $5,352+85.1% |
| Admin fee / account holder | $3,558 | $8,144-56.3% | $6,053-41.2% | $9,541-62.7% |