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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 | $41,722 | $86,701-51.9% | $73,309-43.1% | $125,389-66.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.95% | 2.78%-4.7pp | 5.67%-7.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,659 | $4,152-60.0% | $3,237-48.7% | $4,866-65.9% |
| Participant deferral / active EE | $3,319 | $5,549-40.2% | $4,991-33.5% | $5,352-38.0% |
| Admin fee / account holder | $684 | $7,768-91.2% | $5,635-87.9% | $9,541-92.8% |