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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 | $54,053 | $92,219-41.4% | $76,766-29.6% | $135,382-60.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.28% | 5.46%-10.7pp | 2.43%-7.7pp | 519.77%-525.1pp |
| Employer contribution / active EE | $5,091 | $3,216+58.3% | $2,485+104.9% | $4,779+6.5% |
| Participant deferral / active EE | $3,420 | $4,508-24.1% | $3,851-11.2% | $5,609-39.0% |
| Admin fee / account holder | $2,386 | $10,749-77.8% | $6,675-64.2% | $10,829-78.0% |