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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 | $35,549 | $87,546-59.4% | $75,784-53.1% | $125,389-71.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.27% | 13.49%-15.8pp | 9.68%-11.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,269 | $3,930-42.3% | $3,323-31.7% | $4,866-53.4% |
| Participant deferral / active EE | $7,515 | $4,230+77.7% | $3,652+105.8% | $5,352+40.4% |
| Admin fee / account holder | $442 | $6,503-93.2% | $5,300-91.7% | $9,541-95.4% |