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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 | $34,350 | $84,518-59.4% | $67,704-49.3% | $125,389-72.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.11% | 2.57%-4.7pp | 25.41%-27.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,107 | $3,292-66.4% | $2,559-56.8% | $4,866-77.3% |
| Participant deferral / active EE | $2,727 | $4,430-38.4% | $3,585-23.9% | $5,352-49.0% |
| Admin fee / account holder | $1,673 | $5,340-68.7% | $4,255-60.7% | $9,541-82.5% |