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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 | $69,955 | $85,790-18.5% | $67,313+3.9% | $135,380-48.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.01% | -0.54%-5.5pp | -4.08%-1.9pp | 519.81%-525.8pp |
| Employer contribution / active EE | $5,754 | $3,487+65.0% | $2,566+124.3% | $4,779+20.4% |
| Participant deferral / active EE | $3,587 | $4,651-22.9% | $3,568+0.5% | $5,609-36.1% |
| Admin fee / account holder | $383 | $6,392-94.0% | $4,507-91.5% | $10,828-96.5% |