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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 | $72,560 | $97,881-25.9% | $80,004-9.3% | $125,389-42.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -1.20% | 9.36%-10.6pp | 7.63%-8.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,509 | $3,128-19.8% | $2,473+1.5% | $4,866-48.4% |
| Participant deferral / active EE | $3,122 | $3,744-16.6% | $3,204-2.5% | $5,352-41.7% |
| Admin fee / account holder | $602 | $6,278-90.4% | $5,033-88.0% | $9,541-93.7% |