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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 | $87,459 | $211,946-58.7% | $169,452-48.4% | $135,380-35.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.77% | 3.26%-9.0pp | 1.83%-7.6pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,098 | $5,117-59.0% | $4,157-49.5% | $4,779-56.1% |
| Participant deferral / active EE | $2,413 | $6,075-60.3% | $5,277-54.3% | $5,609-57.0% |
| Admin fee / account holder | $970 | $11,472-91.5% | $9,110-89.4% | $10,828-91.0% |