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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 | $49,340 | $87,546-43.6% | $75,784-34.9% | $125,389-60.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.88% | 13.49%-14.4pp | 9.68%-10.6pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,795 | $3,930-28.9% | $3,323-15.9% | $4,866-42.6% |
| Participant deferral / active EE | $2,795 | $4,230-33.9% | $3,652-23.5% | $5,352-47.8% |
| Admin fee / account holder | $11,394 | $6,503+75.2% | $5,300+115.0% | $9,541+19.4% |