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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 | $19,185 | $84,518-77.3% | $67,704-71.7% | $125,389-84.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.80% | 2.57%-6.4pp | 25.41%-29.2pp | 282.24%-286.0pp |
| Employer contribution / active EE | $5,370 | $3,292+63.1% | $2,559+109.8% | $4,866+10.4% |
| Participant deferral / active EE | $5,248 | $4,430+18.5% | $3,585+46.4% | $5,352-1.9% |
| Admin fee / account holder | $972 | $5,340-81.8% | $4,255-77.2% | $9,541-89.8% |