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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 | $55,845 | $72,177-22.6% | $115,037-51.5% | $59,633-6.4% |
| Participation rate | 83.3% | 72.6%+10.8pp | 81.4%+2.0pp | 68.7%+14.7pp |
| Annual return | -1.02% | 12.02%-13.0pp | 26.14%-27.2pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $7,871 | $2,841+177.0% | $4,608+70.8% | $2,203+257.4% |
| Participant deferral / active EE | $8,231 | $4,783+72.1% | $6,026+36.6% | $3,192+157.9% |
| Admin fee / account holder | $2,031 | $4,927-58.8% | $8,175-75.2% | $4,297-52.7% |