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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 | $48,447 | $127,387-62.0% | $115,038-57.9% | $125,389-61.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.89% | 31.28%-33.2pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,102 | $5,166-78.7% | $4,608-76.1% | $4,866-77.4% |
| Participant deferral / active EE | $4,990 | $6,423-22.3% | $6,026-17.2% | $5,352-6.8% |
| Admin fee / account holder | $1,164 | $9,516-87.8% | $8,175-85.8% | $9,541-87.8% |