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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 | $60,286 | $86,701-30.5% | $73,309-17.8% | $125,389-51.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.03% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.3pp |
| Employer contribution / active EE | $12,302 | $4,152+196.3% | $3,237+280.0% | $4,866+152.8% |
| Participant deferral / active EE | $2,445 | $5,549-55.9% | $4,991-51.0% | $5,352-54.3% |
| Admin fee / account holder | $30,775 | $7,768+296.2% | $5,635+446.2% | $9,541+222.6% |