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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 | $35,000 | $167,353-79.1% | $143,797-75.7% | $134,545-74.0% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -3.96% | 0.48%-4.4pp | -0.04%-3.9pp | 418.37%-422.3pp |
| Employer contribution / active EE | $1,356 | $5,620-75.9% | $4,952-72.6% | $4,742-71.4% |
| Participant deferral / active EE | $2,853 | $6,447-55.8% | $5,638-49.4% | $6,401-55.4% |
| Admin fee / account holder | $341 | $18,096-98.1% | $14,679-97.7% | $11,431-97.0% |