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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 | $57,948 | $92,219-37.2% | $76,767-24.5% | $135,380-57.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.58% | 5.46%-9.0pp | 2.43%-6.0pp | 519.81%-523.4pp |
| Employer contribution / active EE | $5,718 | $3,216+77.8% | $2,485+130.1% | $4,779+19.6% |
| Participant deferral / active EE | $2,877 | $4,508-36.2% | $3,852-25.3% | $5,609-48.7% |
| Admin fee / account holder | $12,729 | $10,749+18.4% | $6,675+90.7% | $10,828+17.6% |