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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 | $46,305 | $69,541-33.4% | $59,899-22.7% | $135,380-65.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.73% | 7.95%-14.7pp | 3.46%-10.2pp | 519.81%-526.5pp |
| Employer contribution / active EE | $6,311 | $3,236+95.0% | $2,723+131.8% | $4,779+32.1% |
| Participant deferral / active EE | $9,250 | $4,206+119.9% | $3,402+171.9% | $5,609+64.9% |
| Admin fee / account holder | $7,121 | $5,737+24.1% | $3,592+98.2% | $10,828-34.2% |