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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 | $45,956 | $167,353-72.5% | $143,797-68.0% | $134,545-65.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.51% | 0.48%-16.0pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $1,681 | $5,620-70.1% | $4,952-66.1% | $4,742-64.5% |
| Participant deferral / active EE | $4,206 | $6,447-34.8% | $5,638-25.4% | $6,401-34.3% |
| Admin fee / account holder | $2,024 | $18,096-88.8% | $14,679-86.2% | $11,431-82.3% |