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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 | $37,342 | $211,946-82.4% | $169,452-78.0% | $135,380-72.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.45% | 3.26%-7.7pp | 1.83%-6.3pp | 519.81%-524.3pp |
| Employer contribution / active EE | $3,634 | $5,117-29.0% | $4,157-12.6% | $4,779-24.0% |
| Participant deferral / active EE | $4,130 | $6,075-32.0% | $5,277-21.7% | $5,609-26.4% |
| Admin fee / account holder | $5,621 | $11,472-51.0% | $9,110-38.3% | $10,828-48.1% |