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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 | $32,330 | $86,701-62.7% | $73,309-55.9% | $125,389-74.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.34% | 2.78%-5.1pp | 5.67%-8.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,878 | $4,152-30.7% | $3,237-11.1% | $4,866-40.8% |
| Participant deferral / active EE | $8,170 | $5,549+47.2% | $4,991+63.7% | $5,352+52.7% |
| Admin fee / account holder | $1,312 | $7,768-83.1% | $5,635-76.7% | $9,541-86.2% |