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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 | $43,651 | $69,518-37.2% | $59,887-27.1% | $135,379-67.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.07% | 7.95%-11.0pp | 3.46%-6.5pp | 519.79%-522.9pp |
| Employer contribution / active EE | $2,505 | $3,235-22.6% | $2,722-8.0% | $4,779-47.6% |
| Participant deferral / active EE | $2,827 | $4,204-32.8% | $3,402-16.9% | $5,609-49.6% |
| Admin fee / account holder | $3,018 | $5,734-47.4% | $3,591-16.0% | $10,828-72.1% |