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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 | $54,843 | $140,578-61.0% | $100,671-45.5% | $125,393-56.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.84% | 24.67%-25.5pp | 20.43%-21.3pp | 282.23%-283.1pp |
| Employer contribution / active EE | $6,585 | $5,965+10.4% | $4,012+64.1% | $4,866+35.3% |
| Participant deferral / active EE | $1,500 | $3,981-62.3% | $3,144-52.3% | $5,351-72.0% |
| Admin fee / account holder | $2,018 | $6,716-69.9% | $4,850-58.4% | $9,541-78.8% |