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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 | $54,761 | $113,941-51.9% | $94,229-41.9% | $125,389-56.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.37% | 5.29%-7.7pp | 10.68%-13.1pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,758 | $4,727-20.5% | $3,587+4.8% | $4,866-22.8% |
| Participant deferral / active EE | $4,582 | $5,179-11.5% | $4,320+6.1% | $5,352-14.4% |
| Admin fee / account holder | $591 | $8,392-93.0% | $6,269-90.6% | $9,541-93.8% |