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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 | $37,590 | $92,219-59.2% | $76,767-51.0% | $135,380-72.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.91% | 5.46%-13.4pp | 2.43%-10.3pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,611 | $3,216-49.9% | $2,485-35.2% | $4,779-66.3% |
| Participant deferral / active EE | $2,661 | $4,508-41.0% | $3,852-30.9% | $5,609-52.6% |
| Admin fee / account holder | $7,651 | $10,749-28.8% | $6,675+14.6% | $10,828-29.3% |