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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 | $45,138 | $87,016-48.1% | $63,244-28.6% | $125,389-64.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -3.25% | 21.71%-25.0pp | -70.31%+67.1pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,764 | $3,601-51.0% | $2,322-24.0% | $4,866-63.7% |
| Participant deferral / active EE | $2,611 | $3,939-33.7% | $2,953-11.6% | $5,352-51.2% |
| Admin fee / account holder | $4,630 | $11,954-61.3% | $5,893-21.4% | $9,541-51.5% |