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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 | $37,038 | $167,533-77.9% | $151,645-75.6% | $134,545-72.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.82% | 7.81%-25.6pp | 3.34%-21.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $2,467 | $6,828-63.9% | $6,165-60.0% | $4,742-48.0% |
| Participant deferral / active EE | $3,966 | $8,985-55.9% | $8,363-52.6% | $6,401-38.0% |
| Admin fee / account holder | $26,333 | $13,781+91.1% | $11,614+126.7% | $11,431+130.4% |