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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 | $64,305 | $92,219-30.3% | $76,768-16.2% | $135,379-52.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.99% | 5.46%-8.4pp | 2.43%-5.4pp | 519.79%-522.8pp |
| Employer contribution / active EE | $691 | $3,216-78.5% | $2,485-72.2% | $4,779-85.5% |
| Participant deferral / active EE | $2,259 | $4,508-49.9% | $3,852-41.3% | $5,609-59.7% |
| Admin fee / account holder | $14,503 | $10,749+34.9% | $6,675+117.3% | $10,828+33.9% |