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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 | $29,268 | $87,546-66.6% | $75,784-61.4% | $125,389-76.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.42% | 13.49%-14.9pp | 9.68%-11.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $534 | $3,930-86.4% | $3,323-83.9% | $4,866-89.0% |
| Participant deferral / active EE | $7,865 | $4,230+86.0% | $3,652+115.4% | $5,352+47.0% |
| Admin fee / account holder | $1,014 | $6,503-84.4% | $5,300-80.9% | $9,541-89.4% |