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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 | $45,816 | $69,518-34.1% | $59,887-23.5% | $135,379-66.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.67% | 7.95%-11.6pp | 3.46%-7.1pp | 519.79%-523.5pp |
| Employer contribution / active EE | $3,094 | $3,235-4.3% | $2,722+13.7% | $4,779-35.3% |
| Participant deferral / active EE | $5,305 | $4,204+26.2% | $3,402+55.9% | $5,609-5.4% |
| Admin fee / account holder | $770 | $5,734-86.6% | $3,591-78.6% | $10,828-92.9% |