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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 | $20,365 | $77,816-73.8% | $123,552-83.5% | $64,173-68.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -1.03% | 12.49%-13.5pp | 119.20%-120.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $1,980 | $3,014-34.3% | $4,628-57.2% | $2,381-16.8% |
| Participant deferral / active EE | $3,363 | $5,240-35.8% | $6,426-47.7% | $3,470-3.1% |
| Admin fee / account holder | $4,628 | $5,519-16.1% | $9,285-50.2% | $4,887-5.3% |