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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 | $37,170 | $84,518-56.0% | $67,704-45.1% | $125,388-70.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.05% | 2.57%-3.6pp | 25.41%-26.5pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,113 | $3,292-66.2% | $2,559-56.5% | $4,866-77.1% |
| Participant deferral / active EE | $4,411 | $4,430-0.4% | $3,585+23.0% | $5,352-17.6% |
| Admin fee / account holder | $4,189 | $5,340-21.6% | $4,255-1.5% | $9,541-56.1% |