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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 | $35,803 | $127,100-71.8% | $105,738-66.1% | $135,382-73.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.93% | 4.49%-10.4pp | 6.27%-12.2pp | 519.77%-525.7pp |
| Employer contribution / active EE | $1,942 | $4,107-52.7% | $3,268-40.6% | $4,779-59.4% |
| Participant deferral / active EE | $4,072 | $5,064-19.6% | $4,080-0.2% | $5,609-27.4% |
| Admin fee / account holder | $1,124 | $9,087-87.6% | $6,913-83.7% | $10,829-89.6% |