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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 | $64,760 | $87,546-26.0% | $75,784-14.5% | $125,389-48.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.01% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $6,359 | $3,930+61.8% | $3,323+91.4% | $4,866+30.7% |
| Participant deferral / active EE | $7,361 | $4,230+74.0% | $3,652+101.6% | $5,352+37.5% |
| Admin fee / account holder | $1,482 | $6,503-77.2% | $5,300-72.0% | $9,541-84.5% |