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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 | $25,578 | $92,219-72.3% | $76,767-66.7% | $135,380-81.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.64% | 5.46%-8.1pp | 2.43%-5.1pp | 519.81%-522.4pp |
| Employer contribution / active EE | $1,531 | $3,216-52.4% | $2,485-38.4% | $4,779-68.0% |
| Participant deferral / active EE | $3,930 | $4,508-12.8% | $3,852+2.0% | $5,609-29.9% |
| Admin fee / account holder | $7,589 | $10,749-29.4% | $6,675+13.7% | $10,828-29.9% |