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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 | $33,110 | $127,386-74.0% | $115,037-71.2% | $125,388-73.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.72% | 31.28%-33.0pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,071 | $5,166-59.9% | $4,608-55.0% | $4,866-57.4% |
| Participant deferral / active EE | $4,988 | $6,423-22.3% | $6,026-17.2% | $5,352-6.8% |
| Admin fee / account holder | $21,944 | $9,516+130.6% | $8,175+168.4% | $9,541+130.0% |