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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 | $18,163 | $84,518-78.5% | $67,704-73.2% | $125,389-85.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.13% | 2.57%-2.7pp | 25.41%-25.5pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,083 | $3,292-36.7% | $2,559-18.6% | $4,866-57.2% |
| Participant deferral / active EE | $3,424 | $4,430-22.7% | $3,585-4.5% | $5,352-36.0% |
| Admin fee / account holder | $505 | $5,340-90.5% | $4,255-88.1% | $9,541-94.7% |