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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 | $48,803 | $167,533-70.9% | $151,645-67.8% | $134,545-63.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.89% | 7.81%-21.7pp | 3.34%-17.2pp | 418.37%-432.3pp |
| Employer contribution / active EE | $4,878 | $6,828-28.6% | $6,165-20.9% | $4,742+2.9% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,579 | $13,781-45.0% | $11,614-34.7% | $11,431-33.7% |