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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 | $49,889 | $113,941-56.2% | $94,229-47.1% | $125,389-60.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.52% | 5.29%-7.8pp | 10.68%-13.2pp | 282.24%-284.8pp |
| Employer contribution / active EE | $4,814 | $4,727+1.8% | $3,587+34.2% | $4,866-1.1% |
| Participant deferral / active EE | $3,630 | $5,179-29.9% | $4,320-16.0% | $5,352-32.2% |
| Admin fee / account holder | $1,042 | $8,392-87.6% | $6,269-83.4% | $9,541-89.1% |