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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 | $49,762 | $86,701-42.6% | $73,309-32.1% | $125,389-60.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.17% | 2.78%-5.0pp | 5.67%-7.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $2,413 | $4,152-41.9% | $3,237-25.5% | $4,866-50.4% |
| Participant deferral / active EE | $4,677 | $5,549-15.7% | $4,991-6.3% | $5,352-12.6% |
| Admin fee / account holder | $437 | $7,768-94.4% | $5,635-92.2% | $9,541-95.4% |