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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 | $25,850 | $87,546-70.5% | $75,784-65.9% | $125,389-79.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.52% | 13.49%-15.0pp | 9.68%-11.2pp | 282.24%-283.8pp |
| Employer contribution / active EE | $8,899 | $3,930+126.4% | $3,323+167.8% | $4,866+82.9% |
| Participant deferral / active EE | $2,707 | $4,230-36.0% | $3,652-25.9% | $5,352-49.4% |
| Admin fee / account holder | $1,213 | $6,503-81.4% | $5,300-77.1% | $9,541-87.3% |