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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 | $57,285 | $99,032-42.2% | $80,022-28.4% | $135,382-57.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.19% | 15.39%-21.6pp | 11.22%-17.4pp | 519.77%-526.0pp |
| Employer contribution / active EE | $675 | $3,043-77.8% | $2,468-72.7% | $4,779-85.9% |
| Participant deferral / active EE | $3,698 | $4,282-13.6% | $3,686+0.3% | $5,609-34.1% |
| Admin fee / account holder | $8,986 | $10,436-13.9% | $6,521+37.8% | $10,829-17.0% |