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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 | $49,582 | $94,529-47.5% | $140,019-64.6% | $64,173-22.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.24% | 7.77%-14.0pp | 651.15%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,329 | $3,812-12.7% | $5,605-40.6% | $2,381+39.8% |
| Participant deferral / active EE | $6,794 | $5,250+29.4% | $6,927-1.9% | $3,470+95.8% |
| Admin fee / account holder | $747 | $6,741-88.9% | $10,705-93.0% | $4,887-84.7% |