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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 | $40,944 | $140,578-70.9% | $100,671-59.3% | $125,389-67.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.06% | 24.67%-26.7pp | 20.43%-22.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $766 | $5,965-87.2% | $4,012-80.9% | $4,866-84.3% |
| Participant deferral / active EE | $1,736 | $3,981-56.4% | $3,144-44.8% | $5,352-67.6% |
| Admin fee / account holder | $3,034 | $6,716-54.8% | $4,850-37.4% | $9,541-68.2% |