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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 | $82,441 | $84,518-2.5% | $67,704+21.8% | $125,389-34.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.95% | 2.57%-5.5pp | 25.41%-28.4pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,319 | $3,292-59.9% | $2,559-48.5% | $4,866-72.9% |
| Participant deferral / active EE | $4,541 | $4,430+2.5% | $3,585+26.7% | $5,352-15.1% |
| Admin fee / account holder | $1,716 | $5,340-67.9% | $4,255-59.7% | $9,541-82.0% |