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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 | $51,856 | $127,386-59.3% | $115,037-54.9% | $125,393-58.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.05% | 31.28%-33.3pp | 26.14%-28.2pp | 282.23%-284.3pp |
| Employer contribution / active EE | $2,861 | $5,166-44.6% | $4,608-37.9% | $4,866-41.2% |
| Participant deferral / active EE | $9,246 | $6,423+44.0% | $6,026+53.4% | $5,351+72.8% |
| Admin fee / account holder | $3,633 | $9,516-61.8% | $8,175-55.6% | $9,541-61.9% |