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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 | $49,507 | $86,701-42.9% | $73,309-32.5% | $125,388-60.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.53% | 2.78%-5.3pp | 5.67%-8.2pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,190 | $4,152-71.3% | $3,237-63.2% | $4,866-75.5% |
| Participant deferral / active EE | $2,273 | $5,549-59.0% | $4,991-54.5% | $5,352-57.5% |
| Admin fee / account holder | $1,306 | $7,768-83.2% | $5,635-76.8% | $9,541-86.3% |