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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 | $27,092 | $87,546-69.1% | $75,784-64.3% | $125,389-78.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.47% | 13.49%-15.0pp | 9.68%-11.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $3,333 | $3,930-15.2% | $3,323+0.3% | $4,866-31.5% |
| Participant deferral / active EE | $4,226 | $4,230-0.1% | $3,652+15.7% | $5,352-21.0% |
| Admin fee / account holder | $456 | $6,503-93.0% | $5,300-91.4% | $9,541-95.2% |