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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 | $68,993 | $92,219-25.2% | $76,767-10.1% | $135,380-49.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.42% | 5.46%-5.9pp | 2.43%-2.8pp | 519.81%-520.2pp |
| Employer contribution / active EE | $2,718 | $3,216-15.5% | $2,485+9.4% | $4,779-43.1% |
| Participant deferral / active EE | $6,643 | $4,508+47.3% | $3,852+72.5% | $5,609+18.4% |
| Admin fee / account holder | $693 | $10,749-93.6% | $6,675-89.6% | $10,828-93.6% |