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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 | $45,891 | $167,362-72.6% | $143,799-68.1% | $134,532-65.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.38% | 0.47%-4.9pp | -0.04%-4.3pp | 418.27%-422.6pp |
| Employer contribution / active EE | $2,039 | $5,620-63.7% | $4,952-58.8% | $4,741-57.0% |
| Participant deferral / active EE | $4,166 | $6,447-35.4% | $5,638-26.1% | $6,401-34.9% |
| Admin fee / account holder | $7,276 | $18,094-59.8% | $14,677-50.4% | $11,429-36.3% |