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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 | $59,767 | $92,219-35.2% | $76,767-22.1% | $135,380-55.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.57% | 5.46%-12.0pp | 2.43%-9.0pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,502 | $3,216-53.3% | $2,485-39.6% | $4,779-68.6% |
| Participant deferral / active EE | $8,912 | $4,508+97.7% | $3,852+131.4% | $5,609+58.9% |
| Admin fee / account holder | $12,234 | $10,749+13.8% | $6,675+83.3% | $10,828+13.0% |