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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 | $47,362 | $127,387-62.8% | $115,038-58.8% | $125,389-62.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.38% | 31.28%-34.7pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $3,252 | $5,166-37.1% | $4,608-29.4% | $4,866-33.2% |
| Participant deferral / active EE | $4,341 | $6,423-32.4% | $6,026-28.0% | $5,352-18.9% |
| Admin fee / account holder | $6,242 | $9,516-34.4% | $8,175-23.6% | $9,541-34.6% |