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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 | $31,295 | $211,946-85.2% | $169,452-81.5% | $135,380-76.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.64% | 3.26%-9.9pp | 1.83%-8.5pp | 519.81%-526.4pp |
| Employer contribution / active EE | $8,217 | $5,117+60.6% | $4,157+97.7% | $4,779+71.9% |
| Participant deferral / active EE | $4,512 | $6,075-25.7% | $5,277-14.5% | $5,609-19.6% |
| Admin fee / account holder | $1,754 | $11,472-84.7% | $9,110-80.7% | $10,828-83.8% |