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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 | $111,223 | $158,852-30.0% | $121,220-8.2% | $135,379-17.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.70% | -0.64%-7.1pp | 16.94%-24.6pp | 519.79%-527.5pp |
| Employer contribution / active EE | $1,928 | $5,666-66.0% | $4,023-52.1% | $4,779-59.7% |
| Participant deferral / active EE | $2,966 | $4,006-26.0% | $3,345-11.3% | $5,609-47.1% |
| Admin fee / account holder | $1,356 | $6,515-79.2% | $5,021-73.0% | $10,828-87.5% |