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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 | $63,730 | $99,032-35.6% | $80,022-20.4% | $135,380-52.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.68% | 15.39%-19.1pp | 11.22%-14.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $1,695 | $3,043-44.3% | $2,468-31.3% | $4,779-64.5% |
| Participant deferral / active EE | $1,731 | $4,282-59.6% | $3,686-53.0% | $5,609-69.1% |
| Admin fee / account holder | $480 | $10,436-95.4% | $6,521-92.6% | $10,828-95.6% |