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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 | $128,676 | $167,533-23.2% | $151,645-15.1% | $134,545-4.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.10% | 7.81%-8.9pp | 3.34%-4.4pp | 418.37%-419.5pp |
| Employer contribution / active EE | $3,464 | $6,828-49.3% | $6,165-43.8% | $4,742-26.9% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,855 | $13,781-79.3% | $11,614-75.4% | $11,431-75.0% |