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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 | $50,619 | $72,177-29.9% | $115,038-56.0% | $59,633-15.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.06% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,427 | $2,841-49.8% | $4,608-69.0% | $2,203-35.2% |
| Participant deferral / active EE | $4,506 | $4,783-5.8% | $6,026-25.2% | $3,192+41.2% |
| Admin fee / account holder | $2,284 | $4,927-53.6% | $8,175-72.1% | $4,297-46.8% |