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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 | $57,336 | $113,941-49.7% | $94,228-39.2% | $125,388-54.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.79% | 5.29%-6.1pp | 10.68%-11.5pp | 282.24%-283.0pp |
| Employer contribution / active EE | $4,482 | $4,727-5.2% | $3,587+24.9% | $4,866-7.9% |
| Participant deferral / active EE | $6,426 | $5,179+24.1% | $4,320+48.7% | $5,352+20.1% |
| Admin fee / account holder | $13,541 | $8,392+61.4% | $6,269+116.0% | $9,541+41.9% |