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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 | $57,320 | $85,790-33.2% | $67,313-14.8% | $135,379-57.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.82% | -0.54%-4.3pp | -4.08%-0.7pp | 519.79%-524.6pp |
| Employer contribution / active EE | $2,644 | $3,487-24.2% | $2,566+3.1% | $4,779-44.7% |
| Participant deferral / active EE | $6,247 | $4,651+34.3% | $3,568+75.1% | $5,609+11.4% |
| Admin fee / account holder | $2,217 | $6,392-65.3% | $4,507-50.8% | $10,828-79.5% |