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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 | $65,021 | $127,096-48.8% | $105,736-38.5% | $135,380-52.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.95% | 4.49%-10.4pp | 6.27%-12.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $9,857 | $4,107+140.0% | $3,268+201.6% | $4,779+106.3% |
| Participant deferral / active EE | $12,345 | $5,064+143.8% | $4,080+202.6% | $5,609+120.1% |
| Admin fee / account holder | $447 | $9,087-95.1% | $6,913-93.5% | $10,828-95.9% |