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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 | $26,422 | $75,935-65.2% | $60,547-56.4% | $125,388-78.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.50% | -5.38%+4.9pp | 335.64%-336.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,491 | $3,438-27.6% | $2,419+2.9% | $4,866-48.8% |
| Participant deferral / active EE | $1,523 | $4,506-66.2% | $3,328-54.2% | $5,352-71.5% |
| Admin fee / account holder | $5,389 | $6,768-20.4% | $4,536+18.8% | $9,541-43.5% |