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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 | $66,037 | $77,817-15.1% | $123,553-46.6% | $64,173+2.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.70% | 12.49%-16.2pp | 119.21%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,945 | $3,014-2.3% | $4,628-36.4% | $2,381+23.7% |
| Participant deferral / active EE | $10,576 | $5,240+101.8% | $6,426+64.6% | $3,470+204.8% |
| Admin fee / account holder | $1,169 | $5,519-78.8% | $9,284-87.4% | $4,887-76.1% |