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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 | $19,601 | $92,219-78.7% | $76,767-74.5% | $135,380-85.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.48% | 5.46%-10.9pp | 2.43%-7.9pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,821 | $3,216-43.4% | $2,485-26.7% | $4,779-61.9% |
| Participant deferral / active EE | $3,035 | $4,508-32.7% | $3,852-21.2% | $5,609-45.9% |
| Admin fee / account holder | $4,371 | $10,749-59.3% | $6,675-34.5% | $10,828-59.6% |