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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 | $34,973 | $158,852-78.0% | $121,220-71.1% | $135,379-74.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -2.85% | -0.64%-2.2pp | 16.94%-19.8pp | 519.79%-522.6pp |
| Employer contribution / active EE | $494 | $5,666-91.3% | $4,023-87.7% | $4,779-89.7% |
| Participant deferral / active EE | $965 | $4,006-75.9% | $3,345-71.2% | $5,609-82.8% |
| Admin fee / account holder | $535 | $6,515-91.8% | $5,021-89.3% | $10,828-95.1% |