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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 | $42,221 | $107,809-60.8% | $90,657-53.4% | $135,380-68.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.02% | -0.90%-5.1pp | 1.89%-7.9pp | 519.81%-525.8pp |
| Employer contribution / active EE | $956 | $3,018-68.3% | $2,532-62.3% | $4,779-80.0% |
| Participant deferral / active EE | $6,467 | $3,872+67.0% | $3,424+88.8% | $5,609+15.3% |
| Admin fee / account holder | $577 | $5,931-90.3% | $4,994-88.4% | $10,828-94.7% |