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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 | $59,498 | $127,387-53.3% | $115,038-48.3% | $125,389-52.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.29% | 31.28%-34.6pp | 26.14%-29.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,196 | $5,166-57.5% | $4,608-52.4% | $4,866-54.9% |
| Participant deferral / active EE | $6,215 | $6,423-3.2% | $6,026+3.1% | $5,352+16.1% |
| Admin fee / account holder | $4,801 | $9,516-49.5% | $8,175-41.3% | $9,541-49.7% |