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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 | $49,099 | $95,188-48.4% | $76,518-35.8% | $135,380-63.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -1.09% | 4.85%-5.9pp | -0.27%-0.8pp | 519.81%-520.9pp |
| Employer contribution / active EE | $6,837 | $3,303+107.0% | $2,647+158.3% | $4,779+43.1% |
| Participant deferral / active EE | $10,335 | $4,640+122.7% | $3,836+169.4% | $5,609+84.3% |
| Admin fee / account holder | $2,103 | $6,249-66.4% | $4,849-56.6% | $10,828-80.6% |