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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 | $39,424 | $97,020-59.4% | $83,327-52.7% | $135,380-70.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.09% | 12.31%-17.4pp | 10.64%-15.7pp | 519.81%-524.9pp |
| Employer contribution / active EE | $5,478 | $4,144+32.2% | $3,379+62.1% | $4,779+14.6% |
| Participant deferral / active EE | $10,244 | $5,964+71.8% | $5,565+84.1% | $5,609+82.6% |
| Admin fee / account holder | $5,368 | $8,426-36.3% | $7,540-28.8% | $10,828-50.4% |