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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 | $33,859 | $127,096-73.4% | $105,736-68.0% | $135,380-75.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.55% | 4.49%-11.0pp | 6.27%-12.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $3,152 | $4,107-23.3% | $3,268-3.6% | $4,779-34.1% |
| Participant deferral / active EE | $7,014 | $5,064+38.5% | $4,080+71.9% | $5,609+25.0% |
| Admin fee / account holder | $8,015 | $9,087-11.8% | $6,913+15.9% | $10,828-26.0% |