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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 | $35,544 | $81,840-56.6% | $63,412-43.9% | $125,393-71.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | -3.24% | -0.10%-3.1pp | 4.04%-7.3pp | 282.23%-285.5pp |
| Employer contribution / active EE | $1,886 | $2,377-20.6% | $1,814+4.0% | $4,866-61.2% |
| Participant deferral / active EE | $3,529 | $3,064+15.2% | $2,496+41.4% | $5,351-34.1% |
| Admin fee / account holder | $4,846 | $4,951-2.1% | $3,753+29.1% | $9,541-49.2% |