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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 | $49,241 | $99,032-50.3% | $80,022-38.5% | $135,380-63.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.98% | 15.39%-18.4pp | 11.22%-14.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $1,223 | $3,043-59.8% | $2,468-50.4% | $4,779-74.4% |
| Participant deferral / active EE | $2,809 | $4,282-34.4% | $3,686-23.8% | $5,609-49.9% |
| Admin fee / account holder | $38,696 | $10,436+270.8% | $6,521+493.4% | $10,828+257.4% |