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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 | $24,556 | $69,518-64.7% | $59,887-59.0% | $135,379-81.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.50% | 7.95%-15.4pp | 3.46%-11.0pp | 519.79%-527.3pp |
| Employer contribution / active EE | $3,849 | $3,235+19.0% | $2,722+41.4% | $4,779-19.5% |
| Participant deferral / active EE | $2,658 | $4,204-36.8% | $3,402-21.9% | $5,609-52.6% |
| Admin fee / account holder | $1,075 | $5,734-81.3% | $3,591-70.1% | $10,828-90.1% |