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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 | $53,405 | $158,852-66.4% | $121,220-55.9% | $135,380-60.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.88% | -0.64%-5.2pp | 16.94%-22.8pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,360 | $5,666-76.0% | $4,023-66.2% | $4,779-71.5% |
| Participant deferral / active EE | $2,479 | $4,006-38.1% | $3,345-25.9% | $5,609-55.8% |
| Admin fee / account holder | $1,324 | $6,515-79.7% | $5,021-73.6% | $10,828-87.8% |