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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 | $50,342 | $86,701-41.9% | $73,309-31.3% | $125,389-59.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.37% | 2.78%-6.1pp | 5.67%-9.0pp | 282.24%-285.6pp |
| Employer contribution / active EE | $16,782 | $4,152+304.2% | $3,237+418.4% | $4,866+244.9% |
| Participant deferral / active EE | $6,768 | $5,549+22.0% | $4,991+35.6% | $5,352+26.5% |
| Admin fee / account holder | $467 | $7,768-94.0% | $5,635-91.7% | $9,541-95.1% |