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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 | $45,617 | $211,946-78.5% | $169,452-73.1% | $135,380-66.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.01% | 3.26%-11.3pp | 1.83%-9.8pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,620 | $5,117-68.3% | $4,157-61.0% | $4,779-66.1% |
| Participant deferral / active EE | $12,791 | $6,075+110.5% | $5,277+142.4% | $5,609+128.0% |
| Admin fee / account holder | $763 | $11,472-93.3% | $9,110-91.6% | $10,828-93.0% |