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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 | $49,276 | $69,541-29.1% | $59,899-17.7% | $135,380-63.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.97% | 7.95%-10.9pp | 3.46%-6.4pp | 519.81%-522.8pp |
| Employer contribution / active EE | $2,182 | $3,236-32.6% | $2,723-19.9% | $4,779-54.3% |
| Participant deferral / active EE | $3,164 | $4,206-24.8% | $3,402-7.0% | $5,609-43.6% |
| Admin fee / account holder | $838 | $5,737-85.4% | $3,592-76.7% | $10,828-92.3% |