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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 | $68,474 | $158,852-56.9% | $121,220-43.5% | $135,380-49.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.45% | -0.64%-2.8pp | 16.94%-20.4pp | 519.81%-523.3pp |
| Employer contribution / active EE | $442 | $5,666-92.2% | $4,023-89.0% | $4,779-90.8% |
| Participant deferral / active EE | $1,664 | $4,006-58.5% | $3,345-50.3% | $5,609-70.3% |
| Admin fee / account holder | $10,006 | $6,515+53.6% | $5,021+99.3% | $10,828-7.6% |