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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 | $43,144 | $127,100-66.1% | $105,738-59.2% | $135,382-68.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -4.30% | 4.49%-8.8pp | 6.27%-10.6pp | 519.77%-524.1pp |
| Employer contribution / active EE | $1,996 | $4,107-51.4% | $3,268-38.9% | $4,779-58.2% |
| Participant deferral / active EE | $5,022 | $5,064-0.8% | $4,080+23.1% | $5,609-10.5% |
| Admin fee / account holder | $10,658 | $9,087+17.3% | $6,913+54.2% | $10,829-1.6% |