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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 | $40,888 | $127,096-67.8% | $105,736-61.3% | $135,380-69.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.49% | 4.49%-8.0pp | 6.27%-9.8pp | 519.81%-523.3pp |
| Employer contribution / active EE | $3,841 | $4,107-6.5% | $3,268+17.5% | $4,779-19.6% |
| Participant deferral / active EE | $4,488 | $5,064-11.4% | $4,080+10.0% | $5,609-20.0% |
| Admin fee / account holder | $4,425 | $9,087-51.3% | $6,913-36.0% | $10,828-59.1% |