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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 | $39,478 | $107,809-63.4% | $90,657-56.5% | $135,380-70.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.39% | -0.90%-6.5pp | 1.89%-9.3pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,545 | $3,018-48.8% | $2,532-39.0% | $4,779-67.7% |
| Participant deferral / active EE | $2,554 | $3,872-34.0% | $3,424-25.4% | $5,609-54.5% |
| Admin fee / account holder | $384 | $5,931-93.5% | $4,994-92.3% | $10,828-96.5% |