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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 | $27,454 | $92,219-70.2% | $76,768-64.2% | $135,379-79.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.93% | 5.46%-7.4pp | 2.43%-4.4pp | 519.79%-521.7pp |
| Employer contribution / active EE | $2,061 | $3,216-35.9% | $2,485-17.1% | $4,779-56.9% |
| Participant deferral / active EE | $4,087 | $4,508-9.3% | $3,852+6.1% | $5,609-27.1% |
| Admin fee / account holder | $47,907 | $10,749+345.7% | $6,675+617.7% | $10,828+342.4% |