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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 | $72,442 | $113,941-36.4% | $94,229-23.1% | $125,389-42.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.36% | 5.29%-5.6pp | 10.68%-11.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,883 | $4,727-39.0% | $3,587-19.6% | $4,866-40.8% |
| Participant deferral / active EE | $5,696 | $5,179+10.0% | $4,320+31.8% | $5,352+6.4% |
| Admin fee / account holder | $13,634 | $8,392+62.5% | $6,269+117.5% | $9,541+42.9% |