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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 | $72,667 | $97,881-25.8% | $80,004-9.2% | $125,389-42.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.87% | 9.36%-10.2pp | 7.63%-8.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,460 | $3,128-53.3% | $2,473-40.9% | $4,866-70.0% |
| Participant deferral / active EE | $5,406 | $3,744+44.4% | $3,204+68.8% | $5,352+1.0% |
| Admin fee / account holder | $1,951 | $6,278-68.9% | $5,033-61.2% | $9,541-79.5% |