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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 | $51,475 | $95,188-45.9% | $76,518-32.7% | $135,379-62.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.58% | 4.85%-11.4pp | -0.27%-6.3pp | 519.79%-526.4pp |
| Employer contribution / active EE | $5,096 | $3,303+54.3% | $2,647+92.5% | $4,779+6.6% |
| Participant deferral / active EE | $5,741 | $4,640+23.7% | $3,836+49.7% | $5,609+2.3% |
| Admin fee / account holder | $6,754 | $6,249+8.1% | $4,849+39.3% | $10,828-37.6% |