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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 | $61,687 | $69,541-11.3% | $59,899+3.0% | $135,380-54.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.15% | 7.95%-15.1pp | 3.46%-10.6pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,951 | $3,236-39.7% | $2,723-28.3% | $4,779-59.2% |
| Participant deferral / active EE | $3,233 | $4,206-23.1% | $3,402-5.0% | $5,609-42.4% |
| Admin fee / account holder | $1,076 | $5,737-81.2% | $3,592-70.0% | $10,828-90.1% |