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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 | $45,706 | $92,219-50.4% | $76,767-40.5% | $135,380-66.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.09% | 5.46%-11.5pp | 2.43%-8.5pp | 519.81%-525.9pp |
| Employer contribution / active EE | $6,977 | $3,216+117.0% | $2,485+180.7% | $4,779+46.0% |
| Participant deferral / active EE | $4,582 | $4,508+1.6% | $3,852+19.0% | $5,609-18.3% |
| Admin fee / account holder | $2,143 | $10,749-80.1% | $6,675-67.9% | $10,828-80.2% |