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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 | $64,075 | $72,177-11.2% | $115,038-44.3% | $59,633+7.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.48% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $3,157 | $2,841+11.1% | $4,608-31.5% | $2,203+43.3% |
| Participant deferral / active EE | $4,473 | $4,783-6.5% | $6,026-25.8% | $3,192+40.2% |
| Admin fee / account holder | $557 | $4,927-88.7% | $8,175-93.2% | $4,297-87.0% |