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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 | $55,530 | $69,541-20.1% | $59,899-7.3% | $135,380-59.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -0.88% | 7.95%-8.8pp | 3.46%-4.3pp | 519.81%-520.7pp |
| Employer contribution / active EE | $2,006 | $3,236-38.0% | $2,723-26.3% | $4,779-58.0% |
| Participant deferral / active EE | $3,397 | $4,206-19.2% | $3,402-0.1% | $5,609-39.4% |
| Admin fee / account holder | $2,384 | $5,737-58.4% | $3,592-33.6% | $10,828-78.0% |