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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 | $67,908 | $86,701-21.7% | $73,309-7.4% | $125,389-45.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.31% | 2.78%-5.1pp | 5.67%-8.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,478 | $4,152-16.2% | $3,237+7.4% | $4,866-28.5% |
| Participant deferral / active EE | $6,000 | $5,549+8.1% | $4,991+20.2% | $5,352+12.1% |
| Admin fee / account holder | $620 | $7,768-92.0% | $5,635-89.0% | $9,541-93.5% |