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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 | $61,723 | $211,946-70.9% | $169,452-63.6% | $135,380-54.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.06% | 3.26%-9.3pp | 1.83%-7.9pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,687 | $5,117-67.0% | $4,157-59.4% | $4,779-64.7% |
| Participant deferral / active EE | $2,767 | $6,075-54.5% | $5,277-47.6% | $5,609-50.7% |
| Admin fee / account holder | $749 | $11,472-93.5% | $9,110-91.8% | $10,828-93.1% |