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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 | $47,468 | $158,852-70.1% | $121,220-60.8% | $135,379-64.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -2.13% | -0.64%-1.5pp | 16.94%-19.1pp | 519.79%-521.9pp |
| Employer contribution / active EE | $2,396 | $5,666-57.7% | $4,023-40.4% | $4,779-49.9% |
| Participant deferral / active EE | $5,332 | $4,006+33.1% | $3,345+59.4% | $5,609-4.9% |
| Admin fee / account holder | $475 | $6,515-92.7% | $5,021-90.5% | $10,828-95.6% |