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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 | $58,205 | $107,809-46.0% | $90,657-35.8% | $135,380-57.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.31% | -0.90%-2.4pp | 1.89%-5.2pp | 519.81%-523.1pp |
| Employer contribution / active EE | $725 | $3,018-76.0% | $2,532-71.4% | $4,779-84.8% |
| Participant deferral / active EE | $2,307 | $3,872-40.4% | $3,424-32.6% | $5,609-58.9% |
| Admin fee / account holder | $528 | $5,931-91.1% | $4,994-89.4% | $10,828-95.1% |