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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 | $28,692 | $84,518-66.1% | $67,704-57.6% | $125,389-77.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.44% | 2.57%-3.0pp | 25.41%-25.8pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,998 | $3,292-39.3% | $2,559-21.9% | $4,866-58.9% |
| Participant deferral / active EE | $9,218 | $4,430+108.1% | $3,585+157.1% | $5,352+72.2% |
| Admin fee / account holder | $2,635 | $5,340-50.7% | $4,255-38.1% | $9,541-72.4% |