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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 | $21,810 | $61,816-64.7% | $97,260-77.6% | $80,935-73.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 13.57% | -558.73%+572.3pp | 75.54%-62.0pp | 35.66%-22.1pp |
| Employer contribution / active EE | $3,151 | $1,836+71.6% | $2,721+15.8% | $2,757+14.3% |
| Participant deferral / active EE | $6,893 | $3,027+127.7% | $4,262+61.8% | $4,299+60.3% |
| Admin fee / account holder | $629 | $5,166-87.8% | $5,640-88.8% | $6,924-90.9% |