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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 | $23,828 | $107,809-77.9% | $90,657-73.7% | $135,379-82.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.80% | -0.90%-6.9pp | 1.89%-9.7pp | 519.79%-527.6pp |
| Employer contribution / active EE | $679 | $3,018-77.5% | $2,532-73.2% | $4,779-85.8% |
| Participant deferral / active EE | $1,510 | $3,872-61.0% | $3,424-55.9% | $5,609-73.1% |
| Admin fee / account holder | $1,980 | $5,931-66.6% | $4,994-60.3% | $10,828-81.7% |