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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 | $46,999 | $140,592-66.6% | $123,105-61.8% | $125,389-62.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.01% | 16.80%-18.8pp | 13.22%-15.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,783 | $6,041-70.5% | $5,151-65.4% | $4,866-63.4% |
| Participant deferral / active EE | $2,639 | $6,980-62.2% | $6,229-57.6% | $5,352-50.7% |
| Admin fee / account holder | $2,968 | $11,198-73.5% | $9,014-67.1% | $9,541-68.9% |