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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 | $37,909 | $92,219-58.9% | $76,768-50.6% | $135,379-72.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.11% | 5.46%-8.6pp | 2.43%-5.5pp | 519.79%-522.9pp |
| Employer contribution / active EE | $1,666 | $3,216-48.2% | $2,485-33.0% | $4,779-65.1% |
| Participant deferral / active EE | $5,825 | $4,508+29.2% | $3,852+51.2% | $5,609+3.8% |
| Admin fee / account holder | $1,966 | $10,749-81.7% | $6,675-70.5% | $10,828-81.8% |