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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 | $47,804 | $92,219-48.2% | $76,768-37.7% | $135,379-64.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.01% | 5.46%-12.5pp | 2.43%-9.4pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,942 | $3,216-39.6% | $2,485-21.8% | $4,779-59.4% |
| Participant deferral / active EE | $2,332 | $4,508-48.3% | $3,852-39.5% | $5,609-58.4% |
| Admin fee / account holder | $7,484 | $10,749-30.4% | $6,675+12.1% | $10,828-30.9% |