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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 | $48,561 | $92,219-47.3% | $76,767-36.7% | $135,380-64.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.09% | 5.46%-8.5pp | 2.43%-5.5pp | 519.81%-522.9pp |
| Employer contribution / active EE | $4,951 | $3,216+54.0% | $2,485+99.2% | $4,779+3.6% |
| Participant deferral / active EE | $3,850 | $4,508-14.6% | $3,8520% | $5,609-31.4% |
| Admin fee / account holder | $7,274 | $10,749-32.3% | $6,675+9.0% | $10,828-32.8% |