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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 | $49,095 | $77,817-36.9% | $123,553-60.3% | $64,173-23.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.37% | 12.49%-17.9pp | 119.21%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $886 | $3,014-70.6% | $4,628-80.9% | $2,381-62.8% |
| Participant deferral / active EE | $4,108 | $5,240-21.6% | $6,426-36.1% | $3,470+18.4% |
| Admin fee / account holder | $3,112 | $5,519-43.6% | $9,284-66.5% | $4,887-36.3% |