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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 | $60,503 | $113,941-46.9% | $94,228-35.8% | $125,388-51.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.98% | 5.29%-6.3pp | 10.68%-11.7pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,309 | $4,727-51.1% | $3,587-35.6% | $4,866-52.5% |
| Participant deferral / active EE | $5,838 | $5,179+12.7% | $4,320+35.1% | $5,352+9.1% |
| Admin fee / account holder | $39,562 | $8,392+371.5% | $6,269+531.1% | $9,541+314.7% |