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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 | $27,761 | $86,701-68.0% | $73,309-62.1% | $125,389-77.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.18% | 2.78%-3.0pp | 5.67%-5.9pp | 282.24%-282.4pp |
| Employer contribution / active EE | $4,580 | $4,152+10.3% | $3,237+41.5% | $4,866-5.9% |
| Participant deferral / active EE | $6,287 | $5,549+13.3% | $4,991+26.0% | $5,352+17.5% |
| Admin fee / account holder | $1,103 | $7,768-85.8% | $5,635-80.4% | $9,541-88.4% |