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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 | $51,493 | $95,188-45.9% | $76,518-32.7% | $135,380-62.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.05% | 4.85%-11.9pp | -0.27%-6.8pp | 519.81%-526.9pp |
| Employer contribution / active EE | $4,428 | $3,303+34.1% | $2,647+67.3% | $4,779-7.4% |
| Participant deferral / active EE | $6,458 | $4,640+39.2% | $3,836+68.4% | $5,609+15.1% |
| Admin fee / account holder | $1,277 | $6,249-79.6% | $4,849-73.7% | $10,828-88.2% |