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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 | $71,583 | $127,387-43.8% | $115,038-37.8% | $125,389-42.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.06% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,194 | $5,166-57.5% | $4,608-52.4% | $4,866-54.9% |
| Participant deferral / active EE | $5,982 | $6,423-6.9% | $6,026-0.7% | $5,352+11.8% |
| Admin fee / account holder | $401 | $9,516-95.8% | $8,175-95.1% | $9,541-95.8% |