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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 | $41,615 | $92,219-54.9% | $76,767-45.8% | $135,380-69.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.41% | 5.46%-13.9pp | 2.43%-10.8pp | 519.81%-528.2pp |
| Employer contribution / active EE | $4,783 | $3,216+48.7% | $2,485+92.4% | $4,779+0.1% |
| Participant deferral / active EE | $7,968 | $4,508+76.7% | $3,852+106.9% | $5,609+42.1% |
| Admin fee / account holder | $2,080 | $10,749-80.7% | $6,675-68.8% | $10,828-80.8% |