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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 | $43,625 | $95,188-54.2% | $76,518-43.0% | $135,380-67.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.54% | 4.85%-10.4pp | -0.27%-5.3pp | 519.81%-525.3pp |
| Employer contribution / active EE | $4,375 | $3,303+32.5% | $2,647+65.3% | $4,779-8.5% |
| Participant deferral / active EE | $8,210 | $4,640+76.9% | $3,836+114.0% | $5,609+46.4% |
| Admin fee / account holder | $2,891 | $6,249-53.7% | $4,849-40.4% | $10,828-73.3% |