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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 | $32,996 | $107,806-69.4% | $90,655-63.6% | $135,382-75.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.66% | -0.90%-7.8pp | 1.89%-10.5pp | 519.77%-528.4pp |
| Employer contribution / active EE | $2,026 | $3,018-32.9% | $2,532-20.0% | $4,779-57.6% |
| Participant deferral / active EE | $3,421 | $3,872-11.7% | $3,425-0.1% | $5,609-39.0% |
| Admin fee / account holder | $388 | $5,931-93.5% | $4,994-92.2% | $10,829-96.4% |