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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 | $61,114 | $127,100-51.9% | $105,738-42.2% | $135,379-54.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.51% | 4.49%-10.0pp | 6.27%-11.8pp | 519.79%-525.3pp |
| Employer contribution / active EE | $1,524 | $4,107-62.9% | $3,268-53.4% | $4,779-68.1% |
| Participant deferral / active EE | $1,818 | $5,064-64.1% | $4,080-55.4% | $5,609-67.6% |
| Admin fee / account holder | $8,370 | $9,087-7.9% | $6,913+21.1% | $10,828-22.7% |