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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 | $67,590 | $72,177-6.4% | $115,038-41.2% | $59,633+13.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.74% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $3,139 | $2,841+10.5% | $4,608-31.9% | $2,203+42.5% |
| Participant deferral / active EE | $8,277 | $4,783+73.1% | $6,026+37.4% | $3,192+159.3% |
| Admin fee / account holder | $4,597 | $4,927-6.7% | $8,175-43.8% | $4,297+7.0% |