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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 | $33,791 | $113,941-70.3% | $94,229-64.1% | $125,389-73.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.32% | 5.29%-8.6pp | 10.68%-14.0pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,948 | $4,727-58.8% | $3,587-45.7% | $4,866-60.0% |
| Participant deferral / active EE | $7,678 | $5,179+48.3% | $4,320+77.7% | $5,352+43.5% |
| Admin fee / account holder | $662 | $8,392-92.1% | $6,269-89.4% | $9,541-93.1% |