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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 | $46,222 | $95,188-51.4% | $76,518-39.6% | $135,380-65.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.00% | 4.85%-12.8pp | -0.27%-7.7pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,284 | $3,303-30.8% | $2,647-13.7% | $4,779-52.2% |
| Participant deferral / active EE | $5,173 | $4,640+11.5% | $3,836+34.9% | $5,609-7.8% |
| Admin fee / account holder | $572 | $6,249-90.8% | $4,849-88.2% | $10,828-94.7% |