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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 | $33,285 | $83,908-60.3% | $68,509-51.4% | $125,389-73.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.02% | 14.48%-16.5pp | 8.27%-10.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $3,199 | $3,031+5.5% | $2,278+40.4% | $4,866-34.3% |
| Participant deferral / active EE | $6,435 | $4,125+56.0% | $3,382+90.2% | $5,352+20.2% |
| Admin fee / account holder | $13,033 | $8,982+45.1% | $5,275+147.1% | $9,541+36.6% |