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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 | $35,501 | $95,188-62.7% | $76,518-53.6% | $135,380-73.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.70% | 4.85%-14.6pp | -0.27%-9.4pp | 519.81%-529.5pp |
| Employer contribution / active EE | $5,103 | $3,303+54.5% | $2,647+92.8% | $4,779+6.8% |
| Participant deferral / active EE | $4,989 | $4,640+7.5% | $3,836+30.1% | $5,609-11.1% |
| Admin fee / account holder | $1,549 | $6,249-75.2% | $4,849-68.1% | $10,828-85.7% |