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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 | $57,910 | $77,976-25.7% | $81,367-28.8% | $125,389-53.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -2.39% | -2.85%+0.5pp | -0.92%-1.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,440 | $4,366-67.0% | $3,930-63.4% | $4,866-70.4% |
| Participant deferral / active EE | $8,279 | $5,646+46.6% | $5,383+53.8% | $5,352+54.7% |
| Admin fee / account holder | $857 | $12,476-93.1% | $8,926-90.4% | $9,541-91.0% |