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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 | $38,957 | $211,946-81.6% | $169,452-77.0% | $135,380-71.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.26% | 3.26%-7.5pp | 1.83%-6.1pp | 519.81%-524.1pp |
| Employer contribution / active EE | $4,597 | $5,117-10.2% | $4,157+10.6% | $4,779-3.8% |
| Participant deferral / active EE | $9,844 | $6,075+62.0% | $5,277+86.5% | $5,609+75.5% |
| Admin fee / account holder | $25,059 | $11,472+118.4% | $9,110+175.1% | $10,828+131.4% |