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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 | $67,297 | $69,541-3.2% | $59,899+12.4% | $135,380-50.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.38% | 7.95%-10.3pp | 3.46%-5.8pp | 519.81%-522.2pp |
| Employer contribution / active EE | $2,563 | $3,236-20.8% | $2,723-5.9% | $4,779-46.4% |
| Participant deferral / active EE | $2,268 | $4,206-46.1% | $3,402-33.3% | $5,609-59.6% |
| Admin fee / account holder | $1,607 | $5,737-72.0% | $3,592-55.3% | $10,828-85.2% |