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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 | $112,416 | $211,946-47.0% | $169,452-33.7% | $135,380-17.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.15% | 3.26%-12.4pp | 1.83%-11.0pp | 519.81%-529.0pp |
| Employer contribution / active EE | $3,818 | $5,117-25.4% | $4,157-8.2% | $4,779-20.1% |
| Participant deferral / active EE | $15,693 | $6,075+158.3% | $5,277+197.4% | $5,609+179.8% |
| Admin fee / account holder | $1,106 | $11,472-90.4% | $9,110-87.9% | $10,828-89.8% |