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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 | $54,630 | $87,546-37.6% | $75,784-27.9% | $125,389-56.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.70% | 13.49%-15.2pp | 9.68%-11.4pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,485 | $3,930-36.8% | $3,323-25.2% | $4,866-48.9% |
| Participant deferral / active EE | $3,158 | $4,230-25.3% | $3,652-13.5% | $5,352-41.0% |
| Admin fee / account holder | $1,927 | $6,503-70.4% | $5,300-63.6% | $9,541-79.8% |