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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 | $25,238 | $40,264-37.3% | $57,349-56.0% | $59,633-57.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.63% | 27.51%-28.1pp | 24.40%-25.0pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $2,584 | $1,922+34.5% | $2,689-3.9% | $2,203+17.3% |
| Participant deferral / active EE | $2,204 | $2,400-8.1% | $3,162-30.3% | $3,192-30.9% |
| Admin fee / account holder | $1,929 | $2,819-31.6% | $3,356-42.5% | $4,297-55.1% |