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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 | $66,332 | $69,518-4.6% | $59,883+10.8% | $135,382-51.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.71% | 7.95%-10.7pp | 3.46%-6.2pp | 519.77%-522.5pp |
| Employer contribution / active EE | $2,828 | $3,235-12.6% | $2,722+3.9% | $4,779-40.8% |
| Participant deferral / active EE | $2,828 | $4,204-32.7% | $3,402-16.9% | $5,609-49.6% |
| Admin fee / account holder | $3,555 | $5,734-38.0% | $3,591-1.0% | $10,829-67.2% |