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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 | $35,253 | $77,817-54.7% | $123,553-71.5% | $64,173-45.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.51% | 12.49%-19.0pp | 119.21%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $563 | $3,014-81.3% | $4,628-87.8% | $2,381-76.4% |
| Participant deferral / active EE | $2,999 | $5,240-42.8% | $6,426-53.3% | $3,470-13.6% |
| Admin fee / account holder | $2,100 | $5,519-61.9% | $9,284-77.4% | $4,887-57.0% |