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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 | $80,027 | $86,701-7.7% | $73,309+9.2% | $125,389-36.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.93% | 2.78%-4.7pp | 5.67%-7.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,125 | $4,152-72.9% | $3,237-65.2% | $4,866-76.9% |
| Participant deferral / active EE | $1,632 | $5,549-70.6% | $4,991-67.3% | $5,352-69.5% |
| Admin fee / account holder | $518 | $7,768-93.3% | $5,635-90.8% | $9,541-94.6% |