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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 | $56,734 | $92,219-38.5% | $76,767-26.1% | $135,380-58.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.94% | 5.46%-12.4pp | 2.43%-9.4pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,393 | $3,216-25.6% | $2,485-3.7% | $4,779-49.9% |
| Participant deferral / active EE | $5,818 | $4,508+29.1% | $3,852+51.1% | $5,609+3.7% |
| Admin fee / account holder | $1,123 | $10,749-89.6% | $6,675-83.2% | $10,828-89.6% |