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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 | $63,600 | $69,541-8.5% | $59,899+6.2% | $135,380-53.0% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.7%+4.3pp | 82.6%-3.7pp |
| Annual return | -3.31% | 7.95%-11.3pp | 3.46%-6.8pp | 519.81%-523.1pp |
| Employer contribution / active EE | $4,141 | $3,236+28.0% | $2,723+52.1% | $4,779-13.4% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,766 | $5,737-69.2% | $3,592-50.8% | $10,828-83.7% |