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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 | $41,961 | $69,518-39.6% | $59,887-29.9% | $135,379-69.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.26% | 7.95%-11.2pp | 3.46%-6.7pp | 519.79%-523.1pp |
| Employer contribution / active EE | $4,615 | $3,235+42.7% | $2,722+69.5% | $4,779-3.4% |
| Participant deferral / active EE | $5,974 | $4,204+42.1% | $3,402+75.6% | $5,609+6.5% |
| Admin fee / account holder | $4,432 | $5,734-22.7% | $3,591+23.4% | $10,828-59.1% |