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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 | $50,891 | $83,908-39.3% | $68,509-25.7% | $125,389-59.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.10% | 14.48%-16.6pp | 8.27%-10.4pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,927 | $3,031-36.4% | $2,278-15.4% | $4,866-60.4% |
| Participant deferral / active EE | $4,258 | $4,125+3.2% | $3,382+25.9% | $5,352-20.4% |
| Admin fee / account holder | $451 | $8,982-95.0% | $5,275-91.5% | $9,541-95.3% |