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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 | $41,626 | $69,541-40.1% | $59,899-30.5% | $135,380-69.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.65% | 7.95%-11.6pp | 3.46%-7.1pp | 519.81%-523.5pp |
| Employer contribution / active EE | $4,626 | $3,236+42.9% | $2,723+69.9% | $4,779-3.2% |
| Participant deferral / active EE | $2,905 | $4,206-30.9% | $3,402-14.6% | $5,609-48.2% |
| Admin fee / account holder | $4,983 | $5,737-13.1% | $3,592+38.7% | $10,828-54.0% |