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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 | $75,235 | $87,542-14.1% | $75,782-0.7% | $125,393-40.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.59% | 13.48%-16.1pp | 9.68%-12.3pp | 282.23%-284.8pp |
| Employer contribution / active EE | $5,229 | $3,930+33.1% | $3,323+57.4% | $4,866+7.5% |
| Participant deferral / active EE | $10,328 | $4,229+144.2% | $3,652+182.8% | $5,351+93.0% |
| Admin fee / account holder | $791 | $6,502-87.8% | $5,300-85.1% | $9,541-91.7% |