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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 | $65,456 | $86,701-24.5% | $73,309-10.7% | $125,388-47.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.88% | 2.78%-5.7pp | 5.67%-8.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $14,105 | $4,152+239.7% | $3,237+335.7% | $4,866+189.9% |
| Participant deferral / active EE | $12,417 | $5,549+123.8% | $4,991+148.8% | $5,352+132.0% |
| Admin fee / account holder | $6,239 | $7,768-19.7% | $5,635+10.7% | $9,541-34.6% |