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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 | $40,320 | $140,592-71.3% | $123,105-67.2% | $125,389-67.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.91% | 16.80%-18.7pp | 13.22%-15.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,040 | $6,041-66.2% | $5,151-60.4% | $4,866-58.1% |
| Participant deferral / active EE | $4,218 | $6,980-39.6% | $6,229-32.3% | $5,352-21.2% |
| Admin fee / account holder | $2,107 | $11,198-81.2% | $9,014-76.6% | $9,541-77.9% |