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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 | $56,737 | $69,518-18.4% | $59,887-5.3% | $135,379-58.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.05% | 7.95%-12.0pp | 3.46%-7.5pp | 519.79%-523.8pp |
| Employer contribution / active EE | $3,796 | $3,235+17.3% | $2,722+39.4% | $4,779-20.6% |
| Participant deferral / active EE | $1,218 | $4,204-71.0% | $3,402-64.2% | $5,609-78.3% |
| Admin fee / account holder | $852 | $5,734-85.1% | $3,591-76.3% | $10,828-92.1% |