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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 | $79,874 | $112,300-28.9% | $90,223-11.5% | $125,388-36.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -1.59% | -0.57%-1.0pp | 1.31%-2.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $5,834 | $5,181+12.6% | $4,378+33.2% | $4,866+19.9% |
| Participant deferral / active EE | $12,113 | $6,733+79.9% | $5,792+109.1% | $5,352+126.4% |
| Admin fee / account holder | $23,305 | $10,990+112.1% | $7,406+214.7% | $9,541+144.3% |