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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 | $44,735 | $127,386-64.9% | $115,037-61.1% | $125,388-64.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.56% | 31.28%-31.8pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $4,891 | $5,166-5.3% | $4,608+6.1% | $4,866+0.5% |
| Participant deferral / active EE | $8,044 | $6,423+25.2% | $6,026+33.5% | $5,352+50.3% |
| Admin fee / account holder | $5,335 | $9,516-43.9% | $8,175-34.7% | $9,541-44.1% |