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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 | $36,485 | $86,701-57.9% | $73,309-50.2% | $125,388-70.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.89% | 2.78%-5.7pp | 5.67%-8.6pp | 282.24%-285.1pp |
| Employer contribution / active EE | $2,407 | $4,152-42.0% | $3,237-25.6% | $4,866-50.5% |
| Participant deferral / active EE | $4,271 | $5,549-23.0% | $4,991-14.4% | $5,352-20.2% |
| Admin fee / account holder | $505 | $7,768-93.5% | $5,635-91.0% | $9,541-94.7% |