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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 | $54,869 | $92,219-40.5% | $76,767-28.5% | $135,380-59.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.61% | 5.46%-6.1pp | 2.43%-3.0pp | 519.81%-520.4pp |
| Employer contribution / active EE | $2,195 | $3,216-31.8% | $2,485-11.7% | $4,779-54.1% |
| Participant deferral / active EE | $4,870 | $4,508+8.0% | $3,852+26.4% | $5,609-13.2% |
| Admin fee / account holder | $3,556 | $10,749-66.9% | $6,675-46.7% | $10,828-67.2% |