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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 | $29,588 | $92,219-67.9% | $76,768-61.5% | $135,379-78.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.13% | 5.46%-11.6pp | 2.43%-8.6pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,577 | $3,216-51.0% | $2,485-36.6% | $4,779-67.0% |
| Participant deferral / active EE | $2,446 | $4,508-45.7% | $3,852-36.5% | $5,609-56.4% |
| Admin fee / account holder | $6,785 | $10,749-36.9% | $6,675+1.6% | $10,828-37.3% |