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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 | $55,033 | $65,704-16.2% | $94,229-41.6% | $59,633-7.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.91% | 5.22%-6.1pp | 10.68%-11.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $2,686 | $2,021+32.9% | $3,587-25.1% | $2,203+21.9% |
| Participant deferral / active EE | $5,424 | $3,143+72.6% | $4,320+25.5% | $3,192+69.9% |
| Admin fee / account holder | $1,913 | $4,265-55.1% | $6,269-69.5% | $4,297-55.5% |