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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 | $46,415 | $211,946-78.1% | $169,452-72.6% | $135,379-65.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.22% | 3.26%-12.5pp | 1.83%-11.0pp | 519.79%-529.0pp |
| Employer contribution / active EE | $2,311 | $5,117-54.8% | $4,157-44.4% | $4,779-51.6% |
| Participant deferral / active EE | $12,713 | $6,075+109.2% | $5,277+140.9% | $5,609+126.7% |
| Admin fee / account holder | $12,491 | $11,472+8.9% | $9,110+37.1% | $10,828+15.4% |