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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 | $46,355 | $95,188-51.3% | $76,518-39.4% | $135,380-65.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.08% | 4.85%-14.9pp | -0.27%-9.8pp | 519.81%-529.9pp |
| Employer contribution / active EE | $5,135 | $3,303+55.5% | $2,647+94.0% | $4,779+7.5% |
| Participant deferral / active EE | $7,739 | $4,640+66.8% | $3,836+101.8% | $5,609+38.0% |
| Admin fee / account holder | $608 | $6,249-90.3% | $4,849-87.5% | $10,828-94.4% |