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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 | $69,650 | $127,387-45.3% | $115,038-39.5% | $125,389-44.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.54% | 31.28%-33.8pp | 26.14%-28.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,325 | $5,166-55.0% | $4,608-49.5% | $4,866-52.2% |
| Participant deferral / active EE | $2,106 | $6,423-67.2% | $6,026-65.1% | $5,352-60.6% |
| Admin fee / account holder | $677 | $9,516-92.9% | $8,175-91.7% | $9,541-92.9% |