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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 | $49,385 | $84,518-41.6% | $67,704-27.1% | $125,389-60.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.56% | 2.57%-4.1pp | 25.41%-27.0pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,842 | $3,292-13.7% | $2,559+11.0% | $4,866-41.6% |
| Participant deferral / active EE | $2,059 | $4,430-53.5% | $3,585-42.6% | $5,352-61.5% |
| Admin fee / account holder | $1,343 | $5,340-74.8% | $4,255-68.4% | $9,541-85.9% |