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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 | $44,047 | $95,917-54.1% | $79,583-44.7% | $134,545-67.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.53% | -2.70%-10.8pp | 0.16%-13.7pp | 418.37%-431.9pp |
| Employer contribution / active EE | $6,874 | $3,129+119.7% | $2,414+184.8% | $4,742+45.0% |
| Participant deferral / active EE | $3,654 | $4,694-22.2% | $3,986-8.3% | $6,401-42.9% |
| Admin fee / account holder | $490 | $9,132-94.6% | $6,835-92.8% | $11,431-95.7% |