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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 | $57,648 | $211,946-72.8% | $169,452-66.0% | $135,379-57.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.56% | 3.26%-8.8pp | 1.83%-7.4pp | 519.79%-525.3pp |
| Employer contribution / active EE | $2,329 | $5,117-54.5% | $4,157-44.0% | $4,779-51.3% |
| Participant deferral / active EE | $2,409 | $6,075-60.4% | $5,277-54.4% | $5,609-57.1% |
| Admin fee / account holder | $615 | $11,472-94.6% | $9,110-93.3% | $10,828-94.3% |