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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 | $24,617 | $92,219-73.3% | $76,767-67.9% | $135,380-81.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.96% | 5.46%-10.4pp | 2.43%-7.4pp | 519.81%-524.8pp |
| Employer contribution / active EE | $4,412 | $3,216+37.2% | $2,485+77.5% | $4,779-7.7% |
| Participant deferral / active EE | $3,693 | $4,508-18.1% | $3,852-4.1% | $5,609-34.2% |
| Admin fee / account holder | $3,986 | $10,749-62.9% | $6,675-40.3% | $10,828-63.2% |