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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 | $48,294 | $69,518-30.5% | $59,887-19.4% | $135,379-64.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.44% | 7.95%-13.4pp | 3.46%-8.9pp | 519.79%-525.2pp |
| Employer contribution / active EE | $3,129 | $3,235-3.3% | $2,722+15.0% | $4,779-34.5% |
| Participant deferral / active EE | $3,611 | $4,204-14.1% | $3,402+6.1% | $5,609-35.6% |
| Admin fee / account holder | $2,739 | $5,734-52.2% | $3,591-23.7% | $10,828-74.7% |