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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 | $45,602 | $45,566+0.1% | $64,105-28.9% | $59,633-23.5% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -1.76% | 4.95%-6.7pp | 791.24%-793.0pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $2,283 | $934+144.4% | $1,820+25.4% | $2,203+3.6% |
| Participant deferral / active EE | $1,560 | $2,057-24.1% | $2,822-44.7% | $3,192-51.1% |
| Admin fee / account holder | $1,052 | $3,268-67.8% | $4,499-76.6% | $4,297-75.5% |