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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 | $25,764 | $112,300-77.1% | $90,223-71.4% | $125,393-79.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | 0.69% | -0.57%+1.3pp | 1.31%-0.6pp | 282.23%-281.5pp |
| Employer contribution / active EE | $2,449 | $5,181-52.7% | $4,378-44.1% | $4,866-49.7% |
| Participant deferral / active EE | $2,606 | $6,733-61.3% | $5,792-55.0% | $5,351-51.3% |
| Admin fee / account holder | $8,624 | $10,990-21.5% | $7,406+16.5% | $9,541-9.6% |