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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 | $63,024 | $69,518-9.3% | $59,887+5.2% | $135,379-53.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.18% | 7.95%-10.1pp | 3.46%-5.6pp | 519.79%-522.0pp |
| Employer contribution / active EE | $3,245 | $3,235+0.3% | $2,722+19.2% | $4,779-32.1% |
| Participant deferral / active EE | $4,032 | $4,204-4.1% | $3,402+18.5% | $5,609-28.1% |
| Admin fee / account holder | $3,255 | $5,734-43.2% | $3,591-9.4% | $10,828-69.9% |