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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 | $105,543 | $158,852-33.6% | $121,220-12.9% | $135,380-22.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.96% | -0.64%-6.3pp | 16.94%-23.9pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,200 | $5,666-78.8% | $4,023-70.2% | $4,779-74.9% |
| Participant deferral / active EE | $1,200 | $4,006-70.0% | $3,345-64.1% | $5,609-78.6% |
| Admin fee / account holder | $766 | $6,515-88.2% | $5,021-84.7% | $10,828-92.9% |