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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 | $53,301 | $211,946-74.9% | $169,452-68.5% | $135,379-60.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.36% | 3.26%-8.6pp | 1.83%-7.2pp | 519.79%-525.1pp |
| Employer contribution / active EE | $8,009 | $5,117+56.5% | $4,157+92.7% | $4,779+67.6% |
| Participant deferral / active EE | $7,602 | $6,075+25.1% | $5,277+44.1% | $5,609+35.5% |
| Admin fee / account holder | $2,396 | $11,472-79.1% | $9,110-73.7% | $10,828-77.9% |