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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 | $51,945 | $95,188-45.4% | $76,518-32.1% | $135,379-61.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.03% | 4.85%-10.9pp | -0.27%-5.8pp | 519.79%-525.8pp |
| Employer contribution / active EE | $6,680 | $3,303+102.2% | $2,647+152.3% | $4,779+39.8% |
| Participant deferral / active EE | $7,472 | $4,640+61.0% | $3,836+94.8% | $5,609+33.2% |
| Admin fee / account holder | $3,424 | $6,249-45.2% | $4,849-29.4% | $10,828-68.4% |