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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 | $23,147 | $45,865-49.5% | $40,757-43.2% | $125,389-81.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | 0.40% | -1.32%+1.7pp | -0.50%+0.9pp | 282.24%-281.8pp |
| Employer contribution / active EE | $2,987 | $3,697-19.2% | $3,004-0.6% | $4,866-38.6% |
| Participant deferral / active EE | $1,348 | $4,199-67.9% | $3,485-61.3% | $5,352-74.8% |
| Admin fee / account holder | $14,260 | $5,763+147.4% | $4,272+233.8% | $9,541+49.5% |