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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 | $66,382 | $113,941-41.7% | $94,229-29.6% | $125,389-47.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.07% | 5.29%-5.4pp | 10.68%-10.8pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,517 | $4,727-67.9% | $3,587-57.7% | $4,866-68.8% |
| Participant deferral / active EE | $2,500 | $5,179-51.7% | $4,320-42.1% | $5,352-53.3% |
| Admin fee / account holder | $693 | $8,392-91.7% | $6,269-88.9% | $9,541-92.7% |