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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 | $49,824 | $69,541-28.4% | $59,899-16.8% | $135,380-63.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.98% | 7.95%-14.9pp | 3.46%-10.4pp | 519.81%-526.8pp |
| Employer contribution / active EE | $4,225 | $3,236+30.5% | $2,723+55.2% | $4,779-11.6% |
| Participant deferral / active EE | $10,450 | $4,206+148.5% | $3,402+207.1% | $5,609+86.3% |
| Admin fee / account holder | $1,367 | $5,737-76.2% | $3,592-61.9% | $10,828-87.4% |