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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 | $38,914 | $127,387-69.5% | $115,038-66.2% | $125,389-69.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.13% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $3,441 | $5,166-33.4% | $4,608-25.3% | $4,866-29.3% |
| Participant deferral / active EE | $7,652 | $6,423+19.1% | $6,026+27.0% | $5,352+43.0% |
| Admin fee / account holder | $33,636 | $9,516+253.5% | $8,175+311.4% | $9,541+252.5% |