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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 | $52,794 | $92,219-42.8% | $76,767-31.2% | $135,380-61.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.01% | 5.46%-10.5pp | 2.43%-7.4pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,754 | $3,216-45.5% | $2,485-29.4% | $4,779-63.3% |
| Participant deferral / active EE | $2,131 | $4,508-52.7% | $3,852-44.7% | $5,609-62.0% |
| Admin fee / account holder | $8,417 | $10,749-21.7% | $6,675+26.1% | $10,828-22.3% |