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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 | $27,842 | $69,518-60.0% | $59,883-53.5% | $135,382-79.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.07% | 7.95%-11.0pp | 3.46%-6.5pp | 519.77%-522.8pp |
| Employer contribution / active EE | $3,134 | $3,235-3.1% | $2,722+15.1% | $4,779-34.4% |
| Participant deferral / active EE | $4,698 | $4,204+11.7% | $3,402+38.1% | $5,609-16.2% |
| Admin fee / account holder | $1,869 | $5,734-67.4% | $3,591-48.0% | $10,829-82.7% |