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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 | $17,705 | $52,678-66.4% | $75,784-76.6% | $59,633-70.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.60% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $2,665 | $2,193+21.5% | $3,323-19.8% | $2,203+21.0% |
| Participant deferral / active EE | $3,468 | $2,591+33.9% | $3,652-5.0% | $3,192+8.7% |
| Admin fee / account holder | $1,456 | $3,610-59.7% | $5,300-72.5% | $4,297-66.1% |