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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 | $54,811 | $113,941-51.9% | $94,229-41.8% | $125,389-56.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.38% | 5.29%-7.7pp | 10.68%-13.1pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,892 | $4,727-38.8% | $3,587-19.4% | $4,866-40.6% |
| Participant deferral / active EE | $8,000 | $5,179+54.5% | $4,320+85.2% | $5,352+49.5% |
| Admin fee / account holder | $825 | $8,392-90.2% | $6,269-86.8% | $9,541-91.4% |