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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 | $28,942 | $127,387-77.3% | $115,038-74.8% | $125,389-76.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.64% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $3,583 | $5,166-30.6% | $4,608-22.2% | $4,866-26.4% |
| Participant deferral / active EE | $3,083 | $6,423-52.0% | $6,026-48.8% | $5,352-42.4% |
| Admin fee / account holder | $411 | $9,516-95.7% | $8,175-95.0% | $9,541-95.7% |