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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 | $32,302 | $112,300-71.2% | $90,223-64.2% | $125,389-74.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -2.97% | -0.57%-2.4pp | 1.31%-4.3pp | 282.24%-285.2pp |
| Employer contribution / active EE | $4,779 | $5,181-7.8% | $4,378+9.2% | $4,866-1.8% |
| Participant deferral / active EE | $7,084 | $6,733+5.2% | $5,792+22.3% | $5,352+32.4% |
| Admin fee / account holder | $3,474 | $10,990-68.4% | $7,406-53.1% | $9,541-63.6% |