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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 | $35,692 | $211,946-83.2% | $169,452-78.9% | $135,380-73.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.05% | 3.26%-7.3pp | 1.83%-5.9pp | 519.81%-523.9pp |
| Employer contribution / active EE | $3,732 | $5,117-27.1% | $4,157-10.2% | $4,779-21.9% |
| Participant deferral / active EE | $3,701 | $6,075-39.1% | $5,277-29.9% | $5,609-34.0% |
| Admin fee / account holder | $18,310 | $11,472+59.6% | $9,110+101.0% | $10,828+69.1% |