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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 | $86,568 | $92,219-6.1% | $76,768+12.8% | $135,379-36.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.48% | 5.46%-9.9pp | 2.43%-6.9pp | 519.79%-524.3pp |
| Employer contribution / active EE | $1,102 | $3,216-65.7% | $2,485-55.7% | $4,779-76.9% |
| Participant deferral / active EE | $4,664 | $4,508+3.4% | $3,852+21.1% | $5,609-16.8% |
| Admin fee / account holder | $574 | $10,749-94.7% | $6,675-91.4% | $10,828-94.7% |