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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 | $53,549 | $106,115-49.5% | $85,969-37.7% | $125,389-57.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.04% | 13.93%-15.0pp | 9.32%-10.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $3,875 | $4,537-14.6% | $3,474+11.5% | $4,866-20.4% |
| Participant deferral / active EE | $5,931 | $4,859+22.0% | $3,829+54.9% | $5,352+10.8% |
| Admin fee / account holder | $11,064 | $8,144+35.9% | $6,053+82.8% | $9,541+16.0% |