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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 | $71,347 | $78,694-9.3% | $67,652+5.5% | $125,389-43.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.92% | 9.46%-11.4pp | 6625.40%-6627.3pp | 282.24%-284.2pp |
| Employer contribution / active EE | $698 | $3,044-77.1% | $2,266-69.2% | $4,866-85.6% |
| Participant deferral / active EE | $4,597 | $4,292+7.1% | $3,560+29.1% | $5,352-14.1% |
| Admin fee / account holder | $383 | $7,403-94.8% | $4,821-92.1% | $9,541-96.0% |