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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 | $81,271 | $113,941-28.7% | $94,229-13.8% | $125,389-35.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.49% | 5.29%-7.8pp | 10.68%-13.2pp | 282.24%-284.7pp |
| Employer contribution / active EE | $3,676 | $4,727-22.2% | $3,587+2.5% | $4,866-24.5% |
| Participant deferral / active EE | $6,013 | $5,179+16.1% | $4,320+39.2% | $5,352+12.4% |
| Admin fee / account holder | $1,027 | $8,392-87.8% | $6,269-83.6% | $9,541-89.2% |