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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 | $40,884 | $72,177-43.4% | $115,038-64.5% | $59,633-31.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.55% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,093 | $2,841-61.5% | $4,608-76.3% | $2,203-50.4% |
| Participant deferral / active EE | $3,344 | $4,783-30.1% | $6,026-44.5% | $3,192+4.8% |
| Admin fee / account holder | $595 | $4,927-87.9% | $8,175-92.7% | $4,297-86.2% |