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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 | $18,236 | $158,827-88.5% | $121,208-85.0% | $135,382-86.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.51% | -0.64%-4.9pp | 16.93%-22.4pp | 519.77%-525.3pp |
| Employer contribution / active EE | $1,768 | $5,666-68.8% | $4,023-56.1% | $4,779-63.0% |
| Participant deferral / active EE | $2,083 | $4,006-48.0% | $3,345-37.7% | $5,609-62.9% |
| Admin fee / account holder | $2,743 | $6,514-57.9% | $5,020-45.4% | $10,829-74.7% |