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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 | $93,465 | $113,941-18.0% | $94,229-0.8% | $125,389-25.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.36% | 5.29%-6.6pp | 10.68%-12.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,864 | $4,727-60.6% | $3,587-48.0% | $4,866-61.7% |
| Participant deferral / active EE | $3,912 | $5,179-24.5% | $4,320-9.5% | $5,352-26.9% |
| Admin fee / account holder | $2,556 | $8,392-69.5% | $6,269-59.2% | $9,541-73.2% |