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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 | $61,267 | $127,100-51.8% | $105,738-42.1% | $135,379-54.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -4.45% | 4.49%-8.9pp | 6.27%-10.7pp | 519.79%-524.2pp |
| Employer contribution / active EE | $4,358 | $4,107+6.1% | $3,268+33.3% | $4,779-8.8% |
| Participant deferral / active EE | $6,477 | $5,064+27.9% | $4,080+58.8% | $5,609+15.5% |
| Admin fee / account holder | $28,872 | $9,087+217.7% | $6,913+317.7% | $10,828+166.6% |