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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 | $34,853 | $99,032-64.8% | $80,022-56.4% | $135,379-74.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.64% | 15.39%-20.0pp | 11.22%-15.9pp | 519.79%-524.4pp |
| Employer contribution / active EE | $2,682 | $3,043-11.9% | $2,468+8.7% | $4,779-43.9% |
| Participant deferral / active EE | $4,325 | $4,282+1.0% | $3,686+17.3% | $5,609-22.9% |
| Admin fee / account holder | $865 | $10,436-91.7% | $6,521-86.7% | $10,828-92.0% |