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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 | $34,501 | $140,592-75.5% | $123,105-72.0% | $125,389-72.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.89% | 16.80%-19.7pp | 13.22%-16.1pp | 282.24%-285.1pp |
| Employer contribution / active EE | $8,776 | $6,041+45.3% | $5,151+70.4% | $4,866+80.4% |
| Participant deferral / active EE | $5,582 | $6,980-20.0% | $6,229-10.4% | $5,352+4.3% |
| Admin fee / account holder | $382 | $11,198-96.6% | $9,014-95.8% | $9,541-96.0% |