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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 | $46,098 | $92,219-50.0% | $76,768-40.0% | $135,379-65.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.51% | 5.46%-12.0pp | 2.43%-8.9pp | 519.79%-526.3pp |
| Employer contribution / active EE | $3,077 | $3,216-4.3% | $2,485+23.8% | $4,779-35.6% |
| Participant deferral / active EE | $12,523 | $4,508+177.8% | $3,852+225.1% | $5,609+123.3% |
| Admin fee / account holder | $1,105 | $10,749-89.7% | $6,675-83.4% | $10,828-89.8% |