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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 | $47,408 | $127,387-62.8% | $115,038-58.8% | $125,389-62.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.12% | 31.28%-33.4pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $12,929 | $5,166+150.3% | $4,608+180.6% | $4,866+165.7% |
| Participant deferral / active EE | $6,439 | $6,423+0.3% | $6,026+6.8% | $5,352+20.3% |
| Admin fee / account holder | $2,293 | $9,516-75.9% | $8,175-72.0% | $9,541-76.0% |