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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 | $26,514 | $87,544-69.7% | $75,784-65.0% | $125,388-78.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.26% | 13.49%-14.7pp | 9.68%-10.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,913 | $3,930-25.9% | $3,323-12.3% | $4,866-40.1% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,402 | $6,502-78.4% | $5,300-73.6% | $9,541-85.3% |