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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 | $63,238 | $107,809-41.3% | $90,657-30.2% | $135,379-53.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.33% | -0.90%-7.4pp | 1.89%-10.2pp | 519.79%-528.1pp |
| Employer contribution / active EE | $4,381 | $3,018+45.2% | $2,532+73.0% | $4,779-8.3% |
| Participant deferral / active EE | $10,017 | $3,872+158.7% | $3,424+192.5% | $5,609+78.6% |
| Admin fee / account holder | $729 | $5,931-87.7% | $4,994-85.4% | $10,828-93.3% |