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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 | $61,656 | $72,177-14.6% | $115,038-46.4% | $59,633+3.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.89% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $3,182 | $2,841+12.0% | $4,608-30.9% | $2,203+44.5% |
| Participant deferral / active EE | $3,071 | $4,783-35.8% | $6,026-49.0% | $3,192-3.8% |
| Admin fee / account holder | $880 | $4,927-82.1% | $8,175-89.2% | $4,297-79.5% |