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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 | $88,128 | $152,651-42.3% | $105,218-16.2% | $125,389-29.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -1.10% | 8.24%-9.3pp | 5.33%-6.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $9,867 | $4,802+105.5% | $3,255+203.1% | $4,866+102.8% |
| Participant deferral / active EE | $11,015 | $6,660+65.4% | $4,867+126.3% | $5,352+105.8% |
| Admin fee / account holder | $775 | $14,248-94.6% | $6,992-88.9% | $9,541-91.9% |