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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 | $36,046 | $64,307-43.9% | $57,347-37.1% | $125,393-71.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.21% | 25.14%-26.3pp | 24.40%-25.6pp | 282.23%-283.4pp |
| Employer contribution / active EE | $3,645 | $3,193+14.2% | $2,689+35.6% | $4,866-25.1% |
| Participant deferral / active EE | $4,409 | $3,847+14.6% | $3,162+39.4% | $5,351-17.6% |
| Admin fee / account holder | $30,819 | $5,242+487.9% | $3,356+818.3% | $9,541+223.0% |