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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 | $53,965 | $69,518-22.4% | $59,883-9.9% | $135,382-60.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.75% | 7.95%-12.7pp | 3.46%-8.2pp | 519.77%-524.5pp |
| Employer contribution / active EE | $8,542 | $3,235+164.1% | $2,722+213.8% | $4,779+78.7% |
| Participant deferral / active EE | $8,873 | $4,204+111.0% | $3,402+160.8% | $5,609+58.2% |
| Admin fee / account holder | $4,560 | $5,734-20.5% | $3,591+27.0% | $10,829-57.9% |