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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 | $63,458 | $87,546-27.5% | $75,784-16.3% | $125,389-49.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.90% | 13.49%-16.4pp | 9.68%-12.6pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,665 | $3,930-57.6% | $3,323-49.9% | $4,866-65.8% |
| Participant deferral / active EE | $2,481 | $4,230-41.3% | $3,652-32.1% | $5,352-53.6% |
| Admin fee / account holder | $2,148 | $6,503-67.0% | $5,300-59.5% | $9,541-77.5% |