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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 | $45,571 | $69,518-34.4% | $59,887-23.9% | $135,379-66.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.93% | 7.95%-13.9pp | 3.46%-9.4pp | 519.79%-525.7pp |
| Employer contribution / active EE | $3,657 | $3,235+13.0% | $2,722+34.3% | $4,779-23.5% |
| Participant deferral / active EE | $8,159 | $4,204+94.1% | $3,402+139.8% | $5,609+45.5% |
| Admin fee / account holder | $381 | $5,734-93.4% | $3,591-89.4% | $10,828-96.5% |