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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 | $48,403 | $75,935-36.3% | $60,547-20.1% | $125,389-61.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.33% | -5.38%+5.7pp | 335.64%-335.3pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,383 | $3,438-59.8% | $2,419-42.8% | $4,866-71.6% |
| Participant deferral / active EE | $4,018 | $4,506-10.8% | $3,328+20.7% | $5,352-24.9% |
| Admin fee / account holder | $6,539 | $6,768-3.4% | $4,536+44.2% | $9,541-31.5% |