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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 | $27,980 | $167,362-83.3% | $143,799-80.5% | $134,532-79.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.79% | 0.47%-2.3pp | -0.04%-1.7pp | 418.27%-420.1pp |
| Employer contribution / active EE | $2,500 | $5,620-55.5% | $4,952-49.5% | $4,741-47.3% |
| Participant deferral / active EE | $3,079 | $6,447-52.2% | $5,638-45.4% | $6,401-51.9% |
| Admin fee / account holder | $12,831 | $18,094-29.1% | $14,677-12.6% | $11,429+12.3% |