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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 | $22,744 | $40,275-43.5% | $57,356-60.3% | $59,633-61.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.67% | 27.52%-28.2pp | 24.41%-25.1pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,913 | $1,921-0.4% | $2,689-28.8% | $2,203-13.1% |
| Participant deferral / active EE | $3,498 | $2,400+45.7% | $3,162+10.6% | $3,192+9.6% |
| Admin fee / account holder | $5,684 | $2,820+101.5% | $3,357+69.3% | $4,297+32.3% |