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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 | $58,071 | $127,386-54.4% | $115,037-49.5% | $125,388-53.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.42% | 31.28%-31.7pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,385 | $5,166-73.2% | $4,608-69.9% | $4,866-71.5% |
| Participant deferral / active EE | $3,790 | $6,423-41.0% | $6,026-37.1% | $5,352-29.2% |
| Admin fee / account holder | $25,031 | $9,516+163.0% | $8,175+206.2% | $9,541+162.4% |