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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 | $67,415 | $107,809-37.5% | $90,657-25.6% | $135,379-50.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.02% | -0.90%-5.1pp | 1.89%-7.9pp | 519.79%-525.8pp |
| Employer contribution / active EE | $1,274 | $3,018-57.8% | $2,532-49.7% | $4,779-73.3% |
| Participant deferral / active EE | $2,058 | $3,872-46.8% | $3,424-39.9% | $5,609-63.3% |
| Admin fee / account holder | $1,229 | $5,931-79.3% | $4,994-75.4% | $10,828-88.7% |