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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 | $66,597 | $84,518-21.2% | $67,704-1.6% | $125,389-46.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.25% | 2.57%-2.8pp | 25.41%-25.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,948 | $3,292-40.8% | $2,559-23.9% | $4,866-60.0% |
| Participant deferral / active EE | $4,535 | $4,430+2.4% | $3,585+26.5% | $5,352-15.3% |
| Admin fee / account holder | $666 | $5,340-87.5% | $4,255-84.4% | $9,541-93.0% |