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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 | $54,460 | $72,177-24.5% | $115,038-52.7% | $59,633-8.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.76% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,104 | $2,841-26.0% | $4,608-54.3% | $2,203-4.5% |
| Participant deferral / active EE | $3,349 | $4,783-30.0% | $6,026-44.4% | $3,192+4.9% |
| Admin fee / account holder | $8,882 | $4,927+80.3% | $8,175+8.6% | $4,297+106.7% |