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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 | $61,047 | $99,032-38.4% | $80,022-23.7% | $135,380-54.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.40% | 15.39%-21.8pp | 11.22%-17.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,078 | $3,043-64.6% | $2,468-56.3% | $4,779-77.4% |
| Participant deferral / active EE | $1,261 | $4,282-70.6% | $3,686-65.8% | $5,609-77.5% |
| Admin fee / account holder | $756 | $10,436-92.8% | $6,521-88.4% | $10,828-93.0% |