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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 | $61,316 | $78,694-22.1% | $67,652-9.4% | $125,389-51.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.38% | 9.46%-11.8pp | 6625.40%-6627.8pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,176 | $3,044+4.3% | $2,266+40.2% | $4,866-34.7% |
| Participant deferral / active EE | $6,605 | $4,292+53.9% | $3,560+85.6% | $5,352+23.4% |
| Admin fee / account holder | $1,291 | $7,403-82.6% | $4,821-73.2% | $9,541-86.5% |