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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 | $48,492 | $92,219-47.4% | $76,767-36.8% | $135,380-64.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.93% | 5.46%-8.4pp | 2.43%-5.4pp | 519.81%-522.7pp |
| Employer contribution / active EE | $2,898 | $3,216-9.9% | $2,485+16.6% | $4,779-39.4% |
| Participant deferral / active EE | $4,944 | $4,508+9.7% | $3,852+28.4% | $5,609-11.9% |
| Admin fee / account holder | $17,872 | $10,749+66.3% | $6,675+167.7% | $10,828+65.1% |