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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 | $44,507 | $92,219-51.7% | $76,767-42.0% | $135,380-67.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.63% | 5.46%-11.1pp | 2.43%-8.1pp | 519.81%-525.4pp |
| Employer contribution / active EE | $6,116 | $3,216+90.2% | $2,485+146.1% | $4,779+28.0% |
| Participant deferral / active EE | $3,973 | $4,508-11.9% | $3,852+3.1% | $5,609-29.2% |
| Admin fee / account holder | $512 | $10,749-95.2% | $6,675-92.3% | $10,828-95.3% |