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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 | $32,831 | $64,311-48.9% | $57,356-42.8% | $125,389-73.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.38% | 25.14%-25.5pp | 24.41%-24.8pp | 282.24%-282.6pp |
| Employer contribution / active EE | $574 | $3,193-82.0% | $2,689-78.7% | $4,866-88.2% |
| Participant deferral / active EE | $2,081 | $3,846-45.9% | $3,162-34.2% | $5,352-61.1% |
| Admin fee / account holder | $1,203 | $5,243-77.0% | $3,357-64.2% | $9,541-87.4% |