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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 | $20,016 | $86,701-76.9% | $73,309-72.7% | $125,388-84.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.87% | 2.78%-3.7pp | 5.67%-6.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,010 | $4,152-75.7% | $3,237-68.8% | $4,866-79.3% |
| Participant deferral / active EE | $1,534 | $5,549-72.4% | $4,991-69.3% | $5,352-71.3% |
| Admin fee / account holder | $783 | $7,768-89.9% | $5,635-86.1% | $9,541-91.8% |