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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 | $20,880 | $64,311-67.5% | $57,356-63.6% | $125,389-83.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.16% | 25.14%-26.3pp | 24.41%-25.6pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,081 | $3,193-66.1% | $2,689-59.8% | $4,866-77.8% |
| Participant deferral / active EE | $2,671 | $3,846-30.5% | $3,162-15.5% | $5,352-50.1% |
| Admin fee / account holder | $3,593 | $5,243-31.5% | $3,357+7.0% | $9,541-62.3% |