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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 | $45,993 | $113,941-59.6% | $94,229-51.2% | $125,389-63.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.08% | 5.29%-8.4pp | 10.68%-13.8pp | 282.24%-285.3pp |
| Employer contribution / active EE | $892 | $4,727-81.1% | $3,587-75.1% | $4,866-81.7% |
| Participant deferral / active EE | $2,715 | $5,179-47.6% | $4,320-37.1% | $5,352-49.3% |
| Admin fee / account holder | $5,149 | $8,392-38.6% | $6,269-17.9% | $9,541-46.0% |