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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 | $58,986 | $92,219-36.0% | $76,766-23.2% | $135,382-56.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.63% | 5.46%-11.1pp | 2.43%-8.1pp | 519.77%-525.4pp |
| Employer contribution / active EE | $5,331 | $3,216+65.8% | $2,485+114.5% | $4,779+11.5% |
| Participant deferral / active EE | $5,603 | $4,508+24.3% | $3,851+45.5% | $5,609-0.1% |
| Admin fee / account holder | $2,637 | $10,749-75.5% | $6,675-60.5% | $10,829-75.6% |