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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 | $65,521 | $142,361-54.0% | $119,608-45.2% | $134,509-51.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 2.88% | -12.46%+15.3pp | -14.98%+17.9pp | 418.13%-415.3pp |
| Employer contribution / active EE | $2,331 | $5,224-55.4% | $4,232-44.9% | $4,741-50.8% |
| Participant deferral / active EE | $7,762 | $6,468+20.0% | $5,601+38.6% | $6,400+21.3% |
| Admin fee / account holder | $1,109 | $13,588-91.8% | $10,326-89.3% | $11,427-90.3% |