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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 | $57,922 | $92,219-37.2% | $76,768-24.5% | $135,379-57.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.92% | 5.46%-13.4pp | 2.43%-10.3pp | 519.79%-527.7pp |
| Employer contribution / active EE | $1,708 | $3,216-46.9% | $2,485-31.3% | $4,779-64.3% |
| Participant deferral / active EE | $7,271 | $4,508+61.3% | $3,852+88.8% | $5,609+29.6% |
| Admin fee / account holder | $570 | $10,749-94.7% | $6,675-91.5% | $10,828-94.7% |