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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 | $35,849 | $140,592-74.5% | $123,105-70.9% | $125,389-71.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.82% | 16.80%-19.6pp | 13.22%-16.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $2,736 | $6,041-54.7% | $5,151-46.9% | $4,866-43.8% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $764 | $11,198-93.2% | $9,014-91.5% | $9,541-92.0% |