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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 | $24,256 | $77,976-68.9% | $81,367-70.2% | $125,389-80.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -1.50% | -2.85%+1.3pp | -0.92%-0.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $4,170 | $4,366-4.5% | $3,930+6.1% | $4,866-14.3% |
| Participant deferral / active EE | $4,296 | $5,646-23.9% | $5,383-20.2% | $5,352-19.7% |
| Admin fee / account holder | $2,308 | $12,476-81.5% | $8,926-74.1% | $9,541-75.8% |