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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 | $32,162 | $211,946-84.8% | $169,452-81.0% | $135,380-76.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.17% | 3.26%-12.4pp | 1.83%-11.0pp | 519.81%-529.0pp |
| Employer contribution / active EE | $3,846 | $5,117-24.8% | $4,157-7.5% | $4,779-19.5% |
| Participant deferral / active EE | $1,962 | $6,075-67.7% | $5,277-62.8% | $5,609-65.0% |
| Admin fee / account holder | $2,897 | $11,472-74.7% | $9,110-68.2% | $10,828-73.2% |