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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 | $61,366 | $158,852-61.4% | $121,220-49.4% | $135,380-54.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.07% | -0.64%-4.4pp | 16.94%-22.0pp | 519.81%-524.9pp |
| Employer contribution / active EE | $3,012 | $5,666-46.8% | $4,023-25.1% | $4,779-37.0% |
| Participant deferral / active EE | $6,494 | $4,006+62.1% | $3,345+94.1% | $5,609+15.8% |
| Admin fee / account holder | $406 | $6,515-93.8% | $5,021-91.9% | $10,828-96.2% |