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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 | $56,063 | $113,941-50.8% | $94,229-40.5% | $125,389-55.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.50% | 5.29%-7.8pp | 10.68%-13.2pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,818 | $4,727-61.5% | $3,587-49.3% | $4,866-62.6% |
| Participant deferral / active EE | $3,135 | $5,179-39.5% | $4,320-27.4% | $5,352-41.4% |
| Admin fee / account holder | $2,934 | $8,392-65.0% | $6,269-53.2% | $9,541-69.2% |