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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 | $64,476 | $127,387-49.4% | $115,038-44.0% | $125,389-48.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.63% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,111 | $5,166-78.5% | $4,608-75.9% | $4,866-77.2% |
| Participant deferral / active EE | $2,083 | $6,423-67.6% | $6,026-65.4% | $5,352-61.1% |
| Admin fee / account holder | $374 | $9,516-96.1% | $8,175-95.4% | $9,541-96.1% |