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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 | $21,640 | $92,219-76.5% | $76,767-71.8% | $135,380-84.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.42% | 5.46%-12.9pp | 2.43%-9.9pp | 519.81%-527.2pp |
| Employer contribution / active EE | $2,242 | $3,216-30.3% | $2,485-9.8% | $4,779-53.1% |
| Participant deferral / active EE | $5,574 | $4,508+23.6% | $3,852+44.7% | $5,609-0.6% |
| Admin fee / account holder | $370 | $10,749-96.6% | $6,675-94.5% | $10,828-96.6% |