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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 | $47,705 | $69,518-31.4% | $59,883-20.3% | $135,382-64.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.96% | 7.95%-16.9pp | 3.46%-12.4pp | 519.77%-528.7pp |
| Employer contribution / active EE | $6,604 | $3,235+104.2% | $2,722+142.6% | $4,779+38.2% |
| Participant deferral / active EE | $3,150 | $4,204-25.1% | $3,402-7.4% | $5,609-43.8% |
| Admin fee / account holder | $3,465 | $5,734-39.6% | $3,591-3.5% | $10,829-68.0% |