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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 | $31,889 | $69,541-54.1% | $59,899-46.8% | $135,380-76.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.63% | 7.95%-11.6pp | 3.46%-7.1pp | 519.81%-523.4pp |
| Employer contribution / active EE | $5,744 | $3,236+77.5% | $2,723+111.0% | $4,779+20.2% |
| Participant deferral / active EE | $7,850 | $4,206+86.7% | $3,402+130.7% | $5,609+40.0% |
| Admin fee / account holder | $621 | $5,737-89.2% | $3,592-82.7% | $10,828-94.3% |