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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 | $43,098 | $86,701-50.3% | $73,309-41.2% | $125,389-65.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.67% | 2.78%-4.5pp | 5.67%-7.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $4,311 | $4,152+3.8% | $3,237+33.2% | $4,866-11.4% |
| Participant deferral / active EE | $5,679 | $5,549+2.3% | $4,991+13.8% | $5,352+6.1% |
| Admin fee / account holder | $10,292 | $7,768+32.5% | $5,635+82.7% | $9,541+7.9% |