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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 | $36,145 | $105,867-65.9% | $90,760-60.2% | $134,532-73.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.99% | -10.99%-3.0pp | -12.16%-1.8pp | 418.27%-432.3pp |
| Employer contribution / active EE | $3,093 | $3,464-10.7% | $2,922+5.8% | $4,741-34.8% |
| Participant deferral / active EE | $6,836 | $5,217+31.0% | $4,565+49.8% | $6,401+6.8% |
| Admin fee / account holder | $603 | $13,936-95.7% | $8,444-92.9% | $11,429-94.7% |