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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 | $36,211 | $50,464-28.2% | $75,784-52.2% | $52,331-30.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -0.69% | 1.03%-1.7pp | 9.68%-10.4pp | 4.54%-5.2pp |
| Employer contribution / active EE | $4,822 | $1,988+142.5% | $3,323+45.1% | $1,882+156.3% |
| Participant deferral / active EE | $2,408 | $2,570-6.3% | $3,652-34.1% | $3,022-20.3% |
| Admin fee / account holder | $2,338 | $1,103+112.0% | $5,300-55.9% | $592+295.3% |