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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 | $31,132 | $92,219-66.2% | $76,768-59.4% | $135,379-77.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.87% | 5.46%-11.3pp | 2.43%-8.3pp | 519.79%-525.7pp |
| Employer contribution / active EE | $1,765 | $3,216-45.1% | $2,485-29.0% | $4,779-63.1% |
| Participant deferral / active EE | $3,625 | $4,508-19.6% | $3,852-5.9% | $5,609-35.4% |
| Admin fee / account holder | $2,863 | $10,749-73.4% | $6,675-57.1% | $10,828-73.6% |