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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 | $45,767 | $211,946-78.4% | $169,452-73.0% | $135,379-66.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.56% | 3.26%-7.8pp | 1.83%-6.4pp | 519.79%-524.4pp |
| Employer contribution / active EE | $2,513 | $5,117-50.9% | $4,157-39.6% | $4,779-47.4% |
| Participant deferral / active EE | $2,513 | $6,075-58.6% | $5,277-52.4% | $5,609-55.2% |
| Admin fee / account holder | $1,063 | $11,472-90.7% | $9,110-88.3% | $10,828-90.2% |