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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 | $51,682 | $65,704-21.3% | $94,229-45.2% | $59,633-13.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.85% | 5.22%-7.1pp | 10.68%-12.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $3,571 | $2,021+76.7% | $3,587-0.4% | $2,203+62.1% |
| Participant deferral / active EE | $1,891 | $3,143-39.8% | $4,320-56.2% | $3,192-40.7% |
| Admin fee / account holder | $6,720 | $4,265+57.6% | $6,269+7.2% | $4,297+56.4% |