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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 | $47,846 | $127,100-62.4% | $105,738-54.8% | $135,379-64.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.10% | 4.49%-12.6pp | 6.27%-14.4pp | 519.79%-527.9pp |
| Employer contribution / active EE | $8,797 | $4,107+114.2% | $3,268+169.1% | $4,779+84.1% |
| Participant deferral / active EE | $4,581 | $5,064-9.5% | $4,080+12.3% | $5,609-18.3% |
| Admin fee / account holder | $1,326 | $9,087-85.4% | $6,913-80.8% | $10,828-87.8% |