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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 | $33,185 | $64,311-48.4% | $57,356-42.1% | $125,389-73.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.82% | 25.14%-27.0pp | 24.41%-26.2pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,897 | $3,193-40.6% | $2,689-29.4% | $4,866-61.0% |
| Participant deferral / active EE | $2,411 | $3,846-37.3% | $3,162-23.8% | $5,352-55.0% |
| Admin fee / account holder | $600 | $5,243-88.6% | $3,357-82.1% | $9,541-93.7% |