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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 | $50,256 | $91,911-45.3% | $68,793-26.9% | $135,382-62.9% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.25% | -8.22%+2.0pp | -4.63%-1.6pp | 519.77%-526.0pp |
| Employer contribution / active EE | $6,002 | $3,924+53.0% | $2,625+128.6% | $4,779+25.6% |
| Participant deferral / active EE | $5,636 | $4,315+30.6% | $3,311+70.2% | $5,609+0.5% |
| Admin fee / account holder | $644 | $9,240-93.0% | $5,131-87.4% | $10,829-94.1% |