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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 | $48,146 | $127,096-62.1% | $105,736-54.5% | $135,380-64.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.04% | 4.49%-7.5pp | 6.27%-9.3pp | 519.81%-522.8pp |
| Employer contribution / active EE | $1,969 | $4,107-52.1% | $3,268-39.8% | $4,779-58.8% |
| Participant deferral / active EE | $3,364 | $5,064-33.6% | $4,080-17.6% | $5,609-40.0% |
| Admin fee / account holder | $17,202 | $9,087+89.3% | $6,913+148.9% | $10,828+58.9% |