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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 | $49,580 | $211,946-76.6% | $169,452-70.7% | $135,382-63.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.91% | 3.26%-7.2pp | 1.83%-5.7pp | 519.77%-523.7pp |
| Employer contribution / active EE | $2,087 | $5,117-59.2% | $4,157-49.8% | $4,779-56.3% |
| Participant deferral / active EE | $2,571 | $6,075-57.7% | $5,277-51.3% | $5,609-54.2% |
| Admin fee / account holder | $2,421 | $11,472-78.9% | $9,110-73.4% | $10,829-77.6% |