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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 | $110,169 | $211,946-48.0% | $169,452-35.0% | $135,380-18.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.42% | 3.26%-10.7pp | 1.83%-9.3pp | 519.81%-527.2pp |
| Employer contribution / active EE | $4,355 | $5,117-14.9% | $4,157+4.8% | $4,779-8.9% |
| Participant deferral / active EE | $2,882 | $6,075-52.6% | $5,277-45.4% | $5,609-48.6% |
| Admin fee / account holder | $3,773 | $11,472-67.1% | $9,110-58.6% | $10,828-65.2% |