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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 | $29,514 | $127,386-76.8% | $115,037-74.3% | $125,388-76.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.40% | 31.28%-31.7pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $3,167 | $5,166-38.7% | $4,608-31.3% | $4,866-34.9% |
| Participant deferral / active EE | $3,695 | $6,423-42.5% | $6,026-38.7% | $5,352-30.9% |
| Admin fee / account holder | $1,346 | $9,516-85.9% | $8,175-83.5% | $9,541-85.9% |