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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 | $71,970 | $72,177-0.3% | $115,037-37.4% | $59,632+20.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.58% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.32%-2042.9pp |
| Employer contribution / active EE | $2,132 | $2,841-25.0% | $4,608-53.7% | $2,203-3.2% |
| Participant deferral / active EE | $5,604 | $4,783+17.2% | $6,026-7.0% | $3,192+75.6% |
| Admin fee / account holder | $488 | $4,927-90.1% | $8,175-94.0% | $4,297-88.7% |