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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 | $26,833 | $167,522-84.0% | $151,639-82.3% | $134,532-80.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.01% | 7.81%-13.8pp | 3.34%-9.4pp | 418.27%-424.3pp |
| Employer contribution / active EE | $2,728 | $6,828-60.1% | $6,165-55.8% | $4,741-42.5% |
| Participant deferral / active EE | $5,886 | $8,986-34.5% | $8,363-29.6% | $6,401-8.0% |
| Admin fee / account holder | $4,959 | $13,780-64.0% | $11,613-57.3% | $11,429-56.6% |