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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 | $55,999 | $83,908-33.3% | $68,509-18.3% | $125,389-55.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.32% | 14.48%-15.8pp | 8.27%-9.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $3,817 | $3,031+25.9% | $2,278+67.6% | $4,866-21.6% |
| Participant deferral / active EE | $1,816 | $4,125-56.0% | $3,382-46.3% | $5,352-66.1% |
| Admin fee / account holder | $3,910 | $8,982-56.5% | $5,275-25.9% | $9,541-59.0% |