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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 | $49,561 | $133,998-63.0% | $112,263-55.9% | $134,545-63.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.92% | 47.17%-55.1pp | 27.49%-35.4pp | 418.37%-426.3pp |
| Employer contribution / active EE | $1,130 | $4,040-72.0% | $3,636-68.9% | $4,742-76.2% |
| Participant deferral / active EE | $1,982 | $5,292-62.5% | $4,729-58.1% | $6,401-69.0% |
| Admin fee / account holder | $1,022 | $7,493-86.4% | $6,410-84.1% | $11,431-91.1% |