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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 | $38,253 | $127,100-69.9% | $105,738-63.8% | $135,382-71.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -2.60% | 4.49%-7.1pp | 6.27%-8.9pp | 519.77%-522.4pp |
| Employer contribution / active EE | $6,814 | $4,107+65.9% | $3,268+108.5% | $4,779+42.6% |
| Participant deferral / active EE | $2,517 | $5,064-50.3% | $4,080-38.3% | $5,609-55.1% |
| Admin fee / account holder | $12,413 | $9,087+36.6% | $6,913+79.6% | $10,829+14.6% |