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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 | $49,829 | $87,544-43.1% | $75,784-34.2% | $125,388-60.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.88% | 13.49%-14.4pp | 9.68%-10.6pp | 282.24%-283.1pp |
| Employer contribution / active EE | $8,463 | $3,930+115.3% | $3,323+154.7% | $4,866+73.9% |
| Participant deferral / active EE | $3,547 | $4,229-16.1% | $3,652-2.9% | $5,352-33.7% |
| Admin fee / account holder | $958 | $6,502-85.3% | $5,300-81.9% | $9,541-90.0% |