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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 | $75,218 | $86,701-13.2% | $73,309+2.6% | $125,389-40.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.12% | 2.78%-4.9pp | 5.67%-7.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,490 | $4,152-64.1% | $3,237-54.0% | $4,866-69.4% |
| Participant deferral / active EE | $2,087 | $5,549-62.4% | $4,991-58.2% | $5,352-61.0% |
| Admin fee / account holder | $11,526 | $7,768+48.4% | $5,635+104.6% | $9,541+20.8% |