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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 | $69,239 | $83,908-17.5% | $68,509+1.1% | $125,389-44.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.66% | 14.48%-15.1pp | 8.27%-8.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $701 | $3,031-76.9% | $2,278-69.2% | $4,866-85.6% |
| Participant deferral / active EE | $1,402 | $4,125-66.0% | $3,382-58.5% | $5,352-73.8% |
| Admin fee / account holder | $1,959 | $8,982-78.2% | $5,275-62.9% | $9,541-79.5% |